Transform your API from backend to frontend, from developer focused to business user focused.
Deliver integrations natively from within your own application and add value to your end-users.
Intelliflo Integrations
Build & publish in-app integrations with our Intelliflo connector
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.
Book a demo to learn more about integrating with IntellifloProvide 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 integrate with Intelliflo
Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded iPaaS enables you to create integrations between your application and Intelliflo, as well as 100s of other apps, using low code tools.
Available Methods and Endpoints
Leads ↓
Delete Lead
Action
Deletes the specified lead.
Create Lead
Action
Creates a new lead.
Get Lead
Action
Retrieves the specified lead.
List New Leads
Action
Retrieves leads created since the last run.
Update Lead
Action
Updates the specified lead.
List Leads
Action
Retrieves all leads.
Update Lead Relationship
Action
Updates the Relationship for specified Lead.
List Lead Relationships
Action
Retrieves all relationships for the specified lead.
Create Lead Address
Action
Creates a new Address for specified Lead.
Delete Lead Address
Action
Deletes an address for a specified lead.
List Lead Addresses
Action
Retrieves all addresses for the specified lead.
Get Lead Address
Action
Gets an address by specified Lead ID.
Update Lead Address
Action
Updates an address for specified Lead.
Get Lead Marketing Preferences
Action
Gets a lead's marketing preferences.
Update Lead Marketing Preferences
Action
Updates a lead's marketing preferences.
Delete Lead Relationship
Action
Deletes the Relationship for specified Lead.
Create Lead Relationship
Action
Creates a Relationship for specified Lead.
List Lead Contact Details
Action
Retrieves all contact details for the specified lead.
Get Lead Relationship
Action
Gets the Relationship for specified Lead.
Create Lead Contact Details
Action
Create a new contact for a lead.
Update Lead Contact Details
Action
Updates a lead's contact details by ID.
Get Lead Contact Details
Action
Gets a lead's contact details specified by ID.
Delete Lead Contact Details
Action
Deletes a lead's contact details by ID.
List Lead Contact Details
Action
Lists all contacts details of a lead.
Webhooks ↓
Client Address Updated Webhook
Webhook
Event is raised any time any client addresses are updated.
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.
Plan Created Webhook
Webhook
Event is raised any time a plan is created.
Get Webhook
Action
Get a current webhook subscription.
Delete Webhook (Manually)
Action
Deletes a subscription defined by the provided Webhook ID
Plan Deleted Webhook
Webhook
Event is raised any time a plan is deleted.
Plan Status Changed Webhook
Webhook
Event is raised any time a plan is created.
List Webhooks
Action
Lists all current webhook subscriptions.
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 Changed Webhook
Webhook
Event is raised any time a client is changed.
Client Contact Detail Updated Webhook
Webhook
Event is raised any time any client contact details are updated.
Plan Status Updated Webhook
Webhook
Event is raised any time a plan status for a plan is updated.
Client Created Webhook
Webhook
Event is raised any time a client is created.
Client Address Created Webhook
Webhook
Event is raised any time any client addresses are created.
Plans ↓
Get Plan
Action
Retrieves the specified plan.
List Client Plans
Action
Lists plans for specified Client.
Clients ↓
List Clients
Action
Lists all clients.
List New Clients
Action
Lists all new clients.
Delete Client
Action
Deletes a client by ID.
Update Client
Action
Updates a client by ID.
Create Client
Action
Creates a new client.
Get Client
Action
Gets a client by ID.
Create Client Contact Details
Action
Creates new client contact details.
Update Client Contact Details
Action
Updates client contact details specified by ID.
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.
Get Client Income
Action
Gets Income for specified Client.
Update Client Income
Action
Updates Income for specified Client.
Delete Client Income
Action
Deletes Income for specified Client.
Create Client Income
Action
Creates Income record for specified Client.
List Client Incomes
Action
Lists Income records for specified Client.
Create Client Employment
Action
Creates an employment for specified client.
List Client Employments
Action
Lists all employments for specified client.
Delete Client Employment
Action
Deletes an employment for specified client.
Get Client Employment
Action
Gets an employment by specified ID.
Update Client Employment
Action
Updates an employment for specified client.
Get Client Asset
Action
Gets the Asset for specified Client.
Delete Client Asset
Action
Deletes the Asset for specified Client.
Create Client Asset
Action
Creates a new Asset for specified Client.
Update Client Asset
Action
Updates the Asset for specified Client.
List Client Relationships
Action
Lists the Relationships for specified Client.
Grant Client Relationship Access
Action
Grants access for the Relationship relation to the Relationship subject.
Create Client Relationship and Relation
Action
Creates a Relationship and Relation for specified Client.
Get Client Relationship
Action
Gets the Relationship for specified Client.
Delete Client Relationship
Action
Deletes the Relationship for specified Client.
Revoke Client Relationship Access
Action
Revokes access for the Relationship relation to the Relationship subject.
Update Client Relationship
Action
Updates the Relationship for specified Client.
Update Client Marketing Preferences
Action
Updates a client's marketing preferences.
Create Client Relationship
Action
Creates a Relationship 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.
Get Client Address
Action
Gets an address by specified Client ID.
List Client Addresses
Action
Lists all addresses of specified Client.
Delete Client Address
Action
Deletes an Address for a specified Client.
Update Client Address
Action
Updates a new Address for specified Client.
Delete Client Contact Details
Action
Deletes a client's contact detail specified by ID.
List Client Assets
Action
Lists Assets for specified Client.
Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!
Top Use Cases for Intelliflo Integrations
Cyclr is a powerful white-labelled integration platform 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
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
Ready to start your integration journey?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
