Typeform integration with AdviserLogic Fact Finder
How to Add dependant details in AdviserLogic from new Typeform entries
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 dependant details in AdviserLogic from new Typeform entries" 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 AdviserLogic Fact Finder integrations
AdviserLogic Fact Finder actions
Nekton can use any feature that is available in AdviserLogic Fact Finder API.
Using our advanced AI, you can easily create custom automations for AdviserLogic Fact Finder.
Here are some typical actions you can do in your automated workflows.
Client Basic Information
Add/Edit Basic information of client in AdviserLogic Application
Add Entities
To add Entities under client
Add Health Details
Add Health Details under Fact Finder
Add Insurance
To add Insurance under client
Add Partner Basic Information
Add/Edit Basic information of partner in AdviserLogic Application
Edit/Update Client Basic Information
Edit/Update Basic Information
About AdviserLogic Fact Finder
Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema