iFactFind integration with Microsoft Office 365
How to Add new iFactFind clients as Microsoft Office 365 contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new iFactFind clients as Microsoft Office 365 contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate iFactFind integrations
iFactFind actions
Nekton can use any feature that is available in iFactFind API.
Using our advanced AI, you can easily create custom automations for iFactFind.
Here are some typical actions you can do in your automated workflows.
New Client
Triggers when a new client is added or an existing client is updated in iFactFind.
About iFactFind
iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.