AdviserLogic Fact Finder SMS Integration
Yes - Mobile Message does integrate with AdviserLogic Fact Finder!
For example, Get Client Contact Information can lead to Send SMS when a client needs a practical prompt. Get Client Basic Information can create a Mobile Message contact, while a client record can be added to an SMS list for a defined communication group. Mobile Message’s Inbound SMS Received trigger can also start an AdviserLogic action, such as editing client contact details, when your process allows the reply to be recorded that way. Map only the information needed for the chosen workflow and review consent requirements before sending messages.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect AdviserLogic Fact Finder and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything AdviserLogic Fact Finder supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 9
- Get Client Basic Information — Get Basic Information of client saved under AdviserLogic application
- Get Client Basic Information by ADLID — Get Basic Information of client saved under AdviserLogic application
- Get Client Contact Information — Get contact information of client saved under Fact Finder-Contact Details
- Get Client Dependant Information — To get dependant details of client saved under AdviserLogic
- Get Client Entities Details — Get entities details of client saved under AdviserLogic application
- Get Client Expense Details — Get expense details of client saved under AdviserLogic Application
- Get Client Health Information — To get health information of client saved under AdviserLogic
- Get Client Superfund Details — Get Superfund details of client saved under Superannuation section of AdviserLogic
Show all 9 triggers
- Get Income Detail of Client — Get Income information of client saved under Fact Finder-Income
Actions 14
- Add Contact Details — Add Contact Details of Client and Partner
- Add Dependants Details — To add Dependants under client
- Add Entities — To add Entities under client
- Add Expense — To add Expense under client
- Add Health Details — Add Health Details under Fact Finder
- Add Income — To add Income under client
- Add Insurance — To add Insurance under client
- Add Partner Basic Information — Add/Edit Basic information of partner in AdviserLogic Application
Show all 14 actions
- Add Superfund — To add Superfund under client
- Client Basic Information — Add/Edit Basic information of client in AdviserLogic Application
- Edit Client Contact Details — Edit Contact Details of the Client saved in AdviserLogic application.
- Edit Expense — To edit Expense under client
- Edit/Update Client Basic Information — Edit/Update Basic Information
- Edit/Update Income Details — To edit/update Income Details
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
AdviserLogic Fact Finder + SMS: common questions
Can AdviserLogic Fact Finder send a client SMS?
Yes. A client information trigger such as Get Client Contact Information can start a Zap using Mobile Message Send SMS. The message can contain a short reminder or next step using the fields available in the workflow.
Can client information from Fact Finder create a Mobile Message contact?
Yes. Get Client Basic Information or another suitable client trigger can use Mobile Message Create Contact. You can also add a contact to a list when the client belongs to a defined communication group.
How is the AdviserLogic Fact Finder connection set up?
Zapier handles the connection without code. You need accounts for AdviserLogic Fact Finder and Mobile Message, plus Zapier access. Choose the Fact Finder event, select a Mobile Message action, map client fields and test the Zap.
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