--- title: "Intelliflo Connector | Low-Code Intelliflo Integration | Cyclr" description: "Provide your SaaS's users with in-app Intelliflo integrations with Cyclr's low-code embedded iPaaS solution." url: "https://cyclr.com/integrate/intelliflo" canonical: "https://cyclr.com/integrate/intelliflo" served_via: "https://cyclr.com/.well-known/agent-markdown" --- ![Intelliflo connector icon](https://cyclr.com/nitropack_static/sXmTfWgCNjOnvnYlyrLZVbIAkjEZnoiJ/assets/images/optimized/rev-31a2a0c/cyclr.com/wp-content/uploads/2023/02/ext-16-300x300.jpg) # Intelliflo Integrations Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. Open software architectures combined with unmatched industry experience simplify a complex digital landscape. [Build with this Connector](https://cyclr.com/get-started) [Talk to an integration expert](https://cyclr.com/get-started/) AuthenticationSee Connector in ConsoleConnector typeSalesAvailable inCyclr Console ActionsMCP toolsWorkflows 01 ## Low-code orchestration Connect, compose and ship AI features faster. 02 ## Multi-tenant deployment Isolate customer credentials and configurations at scale. 03 ## Governed access Apply policies, field controls and audit trails across usage. 04 ## Embedded experience Deliver workflows natively inside your product. CONNECTOR OVERVIEW ## Provide automations with our Intelliflo connector Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Intelliflo, so you can provide in-app Intelliflo integrations for your end users. ### Why use Cyclr? Build & publish in-app integrations with our Intelliflo connector PRODUCT USE CASES ## Top Use Cases for Intelliflo Integrations Cyclr is a powerful [white-labelled integration platform](https://cyclr.com) that allows your teams to use low code tools to build data responsive integrations for your customers. Then quickly and seamlessly deploy them directly into your SaaS application. ### CRMs - If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities. - Create new CRM contacts from new sales form entries - Add new contacts to CRM as new leads ORCHESTRATION ## How Intelliflo works with Cyclr Cyclr sits between your SaaS product and Intelliflo to handle authentication, govern access and orchestrate every API call per customer, at scale. 1. 1 ### Your SaaS product Your app requests an action for a specific customer. 2. 2 ### Cyclr orchestration Cyclr authenticates, applies policies and routes the request. 3. 3 ### Intelliflo Intelliflo processes the request and returns a response to your app. Customer-specific authentication · Governed data movement · Centralized visibility and audit CONNECTOR COVERAGE ## Available connector capabilities Explore Intelliflo methods you can orchestrate through Cyclr. Search connector methods INTEGRATIONS + MCP TOOLS ### Use any Intelliflo method in an integration or as an MCP tool Every available connector method can be added to an integration workflow built with Cyclr or exposed as a governed MCP tool. Use the same multi-tenant authentication, orchestration and governance layer to deliver customer-facing integrations and AI-agent capabilities inside your SaaS product. [Explore MCP PaaS](https://cyclr.com/product/mcp-paas/) Clients45 ### Create Client - Corporate Action Create a client type corporate. ### Create Client - Person Action Create a client type person. ### Get Client Action Gets a client by ID. ### Create Client - Trust Action Create a client type trust. ### Delete Client Action Deletes a client by ID. ### List New Clients Action Lists all new clients. ### Update Client - Trust Action Updates a client type trust. ### Update Client - Person Action Update a client type person. ### List Clients Action Lists all clients. ### Update Client - Corporate Action Updates a corporate type person by ID. ### List Client Relationships Action Lists the Relationships for specified Client. ### List Client Assets Action Lists Assets for specified Client. ### Delete Client Contact Details Action Deletes a client's contact detail specified by ID. ### Update Client Marketing Preferences Action Updates a client's marketing preferences. ### Grant Client Relationship Access Action Grants access for the Relationship relation to the Relationship subject. ### List Client Incomes Action Lists Income records for specified Client. ### Create Client Relationship and Relation Action Creates a Relationship and Relation for specified Client. ### Create Client Income Action Creates Income record for specified Client. ### Create Client Address Action Creates a new Address for specified Client. ### Get Client Marketing Preferences Action Gets a client's marketing preferences. ### Update Client Employment Action Updates an employment for specified client. ### Get Client Employment Action Gets an employment by specified ID. ### Create Client Contact Details Action Creates new client contact details. ### Delete Client Income Action Deletes Income for specified Client. ### Delete Client Employment Action Deletes an employment for specified client. ### List Client Employments Action Lists all employments for specified client. ### Update Client Asset Action Updates the Asset for specified Client. ### Update Client Income Action Updates Income for specified Client. ### Update Client Relationship Action Updates the Relationship for specified Client. ### Get Client Income Action Gets Income for specified Client. ### Update Client Contact Details Action Updates client contact details specified by ID. ### Update Client Address Action Updates a new Address for specified Client. ### Delete Client Address Action Deletes an Address for a specified Client. ### Create Client Asset Action Creates a new Asset for specified Client. ### Get Client Relationship Action Gets the Relationship for specified Client. ### Delete Client Relationship Action Deletes the Relationship for specified Client. ### List Client Addresses Action Lists all addresses of specified Client. ### Delete Client Asset Action Deletes the Asset for specified Client. ### Get Client Contact Details Action Gets a client's contact details by ID. ### List Client Contact Details Action Lists all of a client's contact details. ### Revoke Client Relationship Access Action Revokes access for the Relationship relation to the Relationship subject. ### Create Client Employment Action Creates an employment for specified client. ### Get Client Address Action Gets an address by specified Client ID. ### Get Client Asset Action Gets the Asset for specified Client. ### Create Client Relationship Action Creates a Relationship for specified Client. Webhooks16 ### Client Address Updated Webhook Webhook Event is raised any time any client addresses are updated. ### Plan Deleted Webhook Webhook Event is raised any time a plan is deleted. ### Plan Created Webhook Webhook Event is raised any time a plan is created. ### Plan Changed Webhook Webhook Event is raised any time a plan is changed. ### Income Changed Webhook Webhook Event is raised any time an income is changed. ### Client Created Webhook Webhook Event is raised any time a client is created. ### Plan Status Updated Webhook Webhook Event is raised any time a plan status for a plan is updated. ### Client Contact Detail Updated Webhook Webhook Event is raised any time any client contact details are updated. ### Client Changed Webhook Webhook Event is raised any time a client is changed. ### Client Address Created Webhook Webhook Event is raised any time any client addresses are created. ### Plan Status Changed Webhook Webhook Event is raised any time a plan is created. ### List Webhooks Action Lists all current webhook subscriptions. ### Delete Webhook (Manually) Action Deletes a subscription defined by the provided Webhook ID ### Get Webhook Action Get a current webhook subscription. ### Income Created Webhook Webhook Event is raised any time a income is created. ### Transaction Changed Webhook Webhook Event is raised any time a transaction is changed. Plans2 ### Get Plan Action Retrieves the specified plan. ### List Client Plans Action Lists plans for specified Client. Advisers2 ### List Advisers Action Lists all advisers. ### List Adviser Contact Details Action List all contact details for an adviser. Leads28 ### List Leads Action Retrieves all leads. ### List New Leads Action Retrieves leads created since the last run. ### Update Lead - Corporate Action Updates the specified lead type corporate. ### Update Lead - Person Action Updates the specified lead type person. ### Delete Lead Action Deletes the specified lead. ### Create Lead - Trust Action Creates a new lead type trust. ### Update Lead - Trust Action Updates the specified lead type trust. ### Create Lead - Person Action Creates a new lead type person. ### Create Lead - Corporate Action Creates a new lead type corporate. ### Get Lead Action Retrieves the specified lead. ### List Lead Contact Details Action Retrieves all contact details for the specified lead. ### Update Lead Address Action Updates an address for specified Lead. ### Get Lead Address Action Gets an address by specified Lead ID. ### Create Lead Contact Details Action Create a new contact for a lead. ### List Lead Relationships Action Retrieves all relationships for the specified lead. ### Update Lead Relationship Action Updates the Relationship for specified Lead. ### Update Lead Contact Details Action Updates a lead's contact details by ID. ### List Lead Contact Details Action Lists all contacts details of a lead. ### List Lead Addresses Action Retrieves all addresses for the specified lead. ### Get Lead Contact Details Action Gets a lead's contact details specified by ID. ### Delete Lead Address Action Deletes an address for a specified lead. ### Get Lead Marketing Preferences Action Gets a lead's marketing preferences. ### Delete Lead Relationship Action Deletes the Relationship for specified Lead. ### Create Lead Address Action Creates a new Address for specified Lead. ### Create Lead Relationship Action Creates a Relationship for specified Lead. ### Delete Lead Contact Details Action Deletes a lead's contact details by ID. ### Get Lead Relationship Action Gets the Relationship for specified Lead. ### Update Lead Marketing Preferences Action Updates a lead's marketing preferences. Opportunities7 ### Update Client Opportunity Action Update an opportunity for the specified client. ### Update Lead Opportunity Action Update an opportunity for the specified lead. ### Create Lead Opportunity Action Create an opportunity for the specified lead. ### Create Client Opportunity Action Create an opportunity for the specified client. ### List Client Opportunities Action List the opportunities for the specified client. ### List Opportunity Types Action List the opportunity types for a tenant. ### List Lead Opportunities Action List the opportunities for the specified lead. Advisors1 ### Get Adviser Action Get an adviser. View more method groups (1 more) ### Can’t find the method your integration needs? Cyclr can extend this connector with additional API methods to support your integration requirements. [Get in touch](https://cyclr.com/contact/) TECHNICAL DETAILS ## Intelliflo integration and API details Review the sourced authentication and API behaviour used when configuring customer-facing Intelliflo integrations in Cyclr. ### API and authentication API host`Not specified`AuthenticationSee Connector in ConsoleCredentials Review the connector installation fields in Cyclr Console. Method categories See available methods ### Pagination and rate limits #### Pagination Method-specific behavior should be confirmed before implementation. #### Rate limits Refer to the vendor API documentation for current limits. IMPLEMENTATION ## Authentication at a glance Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console. Authentication methodSee Connector in ConsoleCredential required Review the connector installation fields in Cyclr Console. AI INTEROPERABILITY ## Use Intelliflo methods in MCP servers Cyclr can expose any available Intelliflo connector method as a governed MCP tool. - Expose connector methods as MCP tools - Combine them with your product data and other connectors - Apply tenant-aware access and governance - Orchestrate end-to-end MCP-triggered workflows [Explore MCP PaaS](https://cyclr.com/product/mcp-paas/) KEEP EXPLORING ## Related resources and connectors [Documentation ### Intelliflo Connector Documentation **Read more →**](https://community.cyclr.com/connector-guides/intelliflo/intelliflo-setup)[Resource ### SaaS Integration: How do you do it? **Read more →**](https://cyclr.com/blog/what-is-saas-integration) ## Let Cyclr handle the integrations. You focus on building the product your customers love. [Start building for free](https://cyclr.com/get-started/request-free-trial) [Get a demo](https://cyclr.com/get-started/book-a-demo) Embedded iPaaS for SaaS [https://www.linkedin.com/company/cyclr-systems/](https://www.linkedin.com/company/cyclr-systems/) [https://www.youtube.com/channel/UCtkjPj2Lq-Ox2q3_e5MRfrg](https://www.youtube.com/channel/UCtkjPj2Lq-Ox2q3_e5MRfrg) [https://www.facebook.com/cyclrautomation](https://www.facebook.com/cyclrautomation) - [Embedded iPaaS Overview](https://cyclr.com/product) - [SaaS Embedded iPaaS](https://cyclr.com/product) - [Service Embedded iPaaS](https://cyclr.com/product/service-embedded-ipaas) - [Enterprise Embedded iPaaS](https://cyclr.com/product/branded-embedded-ipaas) - [AI Orchestration](https://cyclr.com/ai-orchestration) - [Case Studies](https://cyclr.com/case-studies) - [Build vs Buy Integration](https://cyclr.com/blog/build-or-buy-choosing-an-integration-solution) - [Cyclr Alternatives](https://cyclr.com/alternatives) - [Cyclr vs. Paragon](https://cyclr.com/alternatives/cyclr-vs-paragon) - [Cyclr vs. Prismatic](https://cyclr.com/alternatives/cyclr-vs-prismatic) - [About Us](https://cyclr.com/company/about-us) - [Contact](https://cyclr.com/contact) - [Blog](https://cyclr.com/blog) - [Partner Programme](https://cyclr.com/partners) - [Working at Cyclr](https://cyclr.com/company/working-at-cyclr) ### Contact **UK:** (0330) 010 2525 **US:** (646) 585 2525 CO.5C, Corinthian House, 17 Lansdowne Road, Croydon, CR0 2BX ### Popular Connectors - [Salesforce](https://cyclr.com/integrate/salesforce) - [HubSpot](https://cyclr.com/integrate/hubspot) - [Microsoft Dynamics](https://cyclr.com/integrate/microsoft-dynamics-crm) - [Shopify](https://cyclr.com/integrate/shopify) - [NetSuite](https://cyclr.com/integrate/netsuite) - [Amazon S3](https://cyclr.com/integrate/amazon-s3) - [Sage 200](https://cyclr.com/integrate/sage-200) ### Top Connector Categories - [Accounting](https://cyclr.com/connectors/category/accounting) - [CRM](https://cyclr.com/connectors/category/crms) - [Database](https://cyclr.com/connectors/category/databases) - [Email Marketing](https://cyclr.com/connectors/category/email-marketing) - [ERP](https://cyclr.com/connectors/category/erp) - [HR/Payroll](https://cyclr.com/connectors/category/hr-payroll) - [Product Management](https://cyclr.com/connectors/category/product-management) ### Trending Resources - [What is an Embedded iPaaS?](https://cyclr.com/blog/what-is-an-embedded-ipaas) - [SaaS Integration: How do you do it?](https://cyclr.com/blog/how-do-you-integrate-with-multiple-saas-products) - [AI Resources](https://cyclr.com/resources/ai) - [MCP Use Case Directory Tool](https://cyclr.com/resources/mcp-discovery-tool) - [API Integration](https://cyclr.com/resources/api-integration) - [Embedded iPaaS](https://cyclr.com/resources/embedded-ipaas) - [Cost Calculator](https://cyclr.com/resources/integration-cost-calculator) ### Common Use Cases - [SaaS Developers](https://cyclr.com/use-cases/saas-developers) - [Product Managers](https://cyclr.com/use-cases/product-managers) - [API Teams](https://cyclr.com/use-cases/api-teams) - [CFOs](https://cyclr.com/use-cases/cfo-finance-teams) - [B2B SaaS Platforms](https://cyclr.com/use-cases/established-saas-platforms) - [Enterprise Organizations](https://cyclr.com/enterprise) - [Composable Commerce](https://cyclr.com/use-cases/composable-commerce) MENUMENU - [Website Terms](https://cyclr.com/legal/website) - [Privacy Policy](https://cyclr.com/privacy-policy) - [Terms and Conditions](https://cyclr.com/terms-and-conditions) - [AI Policy](https://cyclr.com/ai-policy) - [DPA](https://cyclr.com/data-protection-agreement) - [SLA](https://cyclr.com/sla) - [GDPR](https://cyclr.com/legal/gdpr-compliance) - [Sitemap](https://cyclr.com/sitemap) - [Cookie Settings](https://cyclr.com/#) © 2026 Cyclr Systems Ltd. All rights reserved. Registered business number: 08790783. VAT Number GB218625701. ## Structured data ```json { "@context": "https://schema.org", "@graph": [ { "@type": [ "WebPage", "ItemPage" ], "@id": "https://cyclr.com/integrate/intelliflo", "url": "https://cyclr.com/integrate/intelliflo", "name": "Intelliflo Connector | Low-Code Intelliflo Integration | Cyclr", "isPartOf": { "@id": "https://cyclr.com/#website" }, "primaryImageOfPage": { "@id": "https://cyclr.com/integrate/intelliflo#primaryimage" }, "image": { "@id": "https://cyclr.com/integrate/intelliflo#primaryimage" }, "thumbnailUrl": "https://cyclr.com/wp-content/uploads/2023/02/ext-16.jpg", "datePublished": "2023-02-14T15:56:24+00:00", "dateModified": "2026-02-17T16:19:50+00:00", "description": "Provide your SaaS's users with in-app Intelliflo integrations with Cyclr's low-code embedded iPaaS solution.", "breadcrumb": { "@id": "https://cyclr.com/integrate/intelliflo#breadcrumb" }, "inLanguage": "en-GB", "potentialAction": [ { "@type": "ReadAction", "target": [ "https://cyclr.com/integrate/intelliflo" ] } ] }, { "@type": "ImageObject", "inLanguage": "en-GB", "@id": "https://cyclr.com/integrate/intelliflo#primaryimage", "url": "https://cyclr.com/wp-content/uploads/2023/02/ext-16.jpg", "contentUrl": "https://cyclr.com/wp-content/uploads/2023/02/ext-16.jpg", "width": 400, "height": 400 }, { "@type": "BreadcrumbList", "@id": "https://cyclr.com/integrate/intelliflo#breadcrumb", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "CRMs", "item": "https://cyclr.com/connectors/category/crms" }, { "@type": "ListItem", "position": 2, "name": "Intelliflo" } ] }, { "@type": "WebSite", "@id": "https://cyclr.com/#website", "url": "https://cyclr.com/", "name": "Cyclr", "description": "Embedded iPaaS for scaling SaaS integrations", "publisher": { "@id": "https://cyclr.com/#organization" }, "potentialAction": [ { "@type": "SearchAction", "target": { "@type": "EntryPoint", "urlTemplate": "https://cyclr.com/?s={search_term_string}" }, "query-input": { "@type": "PropertyValueSpecification", "valueRequired": true, "valueName": "search_term_string" } } ], "inLanguage": "en-GB" }, { "@type": "Organization", "@id": "https://cyclr.com/#organization", "name": "Cyclr", "url": "https://cyclr.com/", "logo": { "@type": "ImageObject", "inLanguage": "en-GB", "@id": "https://cyclr.com/#/schema/logo/image/", "url": "https://cyclr.com/wp-content/uploads/2026/09/cyclr-logo-blue@4x-scaled.png", "contentUrl": "https://cyclr.com/wp-content/uploads/2026/09/cyclr-logo-blue@4x-scaled.png", "width": 2560, "height": 1053, "caption": "Cyclr" }, "image": { "@id": "https://cyclr.com/#/schema/logo/image/" }, "sameAs": [ "https://www.facebook.com/cyclrautomation", "https://x.com/cyclr", "https://www.linkedin.com/company/10066377/", "https://www.youtube.com/channel/UCtkjPj2Lq-Ox2q3_e5MRfrg", "https://www.g2.com/products/cyclr", "https://www.pinterest.co.uk/cyclrsystems/" ], "description": "Embedded iPaaS for B2B SaaS companies - enabling interoperability between APIs, LLMs, on-prem and Cloud systems, with a secure, multi-tenanted architecture for governance and scaling.", "telephone": "(0330) 010 2525", "legalName": "Cyclr Systems Limited", "vatID": "GB218625701", "numberOfEmployees": { "@type": "QuantitativeValue", "minValue": "11", "maxValue": "50" }, "actionableFeedbackPolicy": "https://cyclr.com/legal/website", "correctionsPolicy": "https://cyclr.com/legal/website", "ethicsPolicy": "https://cyclr.com/company" } ] } { "@context": "https://schema.org", "@graph": [ { "@type": "SoftwareApplication", "@id": "https://cyclr.com/integrate/intelliflo#connector", "name": "Intelliflo Connector", "url": "https://cyclr.com/integrate/intelliflo", "applicationCategory": "DeveloperApplication", "operatingSystem": "Web", "description": "Intelliflo widens access to financial advice through leading technology which powers the... Read Article", "featureList": [] }, { "@type": "TechArticle", "@id": "https://cyclr.com/integrate/intelliflo#article", "headline": "Intelliflo", "description": "Intelliflo widens access to financial advice through leading technology which powers the... Read Article", "mainEntityOfPage": "https://cyclr.com/integrate/intelliflo", "dateModified": "2026-02-17T16:19:50+00:00", "about": { "@id": "https://cyclr.com/integrate/intelliflo#connector" } }, { "@type": "BreadcrumbList", "@id": "https://cyclr.com/integrate/intelliflo#breadcrumb", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Connectors", "item": "https://cyclr.com/connectors/" }, { "@type": "ListItem", "position": 2, "name": "Sales", "item": "https://cyclr.com/connectors/category/sales" }, { "@type": "ListItem", "position": 3, "name": "Intelliflo Connector", "item": "https://cyclr.com/integrate/intelliflo" } ] } ] } ```