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
What is Intelliflo?
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.
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 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
Clients ↓
Create Client - Corporate
Create a client type corporate.
Action
Create Client - Person
Create a client type person.
Action
Get Client
Gets a client by ID.
Action
Create Client - Trust
Create a client type trust.
Action
Delete Client
Deletes a client by ID.
Action
List New Clients
Lists all new clients.
Action
Update Client - Trust
Updates a client type trust.
Action
Update Client - Person
Update a client type person.
Action
List Clients
Lists all clients.
Action
Update Client - Corporate
Updates a corporate type person by ID.
Action
List Client Relationships
Lists the Relationships for specified Client.
Action
List Client Assets
Lists Assets for specified Client.
Action
Delete Client Contact Details
Deletes a client's contact detail specified by ID.
Action
Update Client Marketing Preferences
Updates a client's marketing preferences.
Action
Grant Client Relationship Access
Grants access for the Relationship relation to the Relationship subject.
Action
List Client Incomes
Lists Income records for specified Client.
Action
Create Client Relationship and Relation
Creates a Relationship and Relation for specified Client.
Action
Create Client Income
Creates Income record for specified Client.
Action
Create Client Address
Creates a new Address for specified Client.
Action
Get Client Marketing Preferences
Gets a client's marketing preferences.
Action
Update Client Employment
Updates an employment for specified client.
Action
Get Client Employment
Gets an employment by specified ID.
Action
Create Client Contact Details
Creates new client contact details.
Action
Delete Client Income
Deletes Income for specified Client.
Action
Delete Client Employment
Deletes an employment for specified client.
Action
List Client Employments
Lists all employments for specified client.
Action
Update Client Asset
Updates the Asset for specified Client.
Action
Update Client Income
Updates Income for specified Client.
Action
Update Client Relationship
Updates the Relationship for specified Client.
Action
Get Client Income
Gets Income for specified Client.
Action
Update Client Contact Details
Updates client contact details specified by ID.
Action
Update Client Address
Updates a new Address for specified Client.
Action
Delete Client Address
Deletes an Address for a specified Client.
Action
Create Client Asset
Creates a new Asset for specified Client.
Action
Get Client Relationship
Gets the Relationship for specified Client.
Action
Delete Client Relationship
Deletes the Relationship for specified Client.
Action
List Client Addresses
Lists all addresses of specified Client.
Action
Delete Client Asset
Deletes the Asset for specified Client.
Action
Get Client Contact Details
Gets a client's contact details by ID.
Action
List Client Contact Details
Lists all of a client's contact details.
Action
Revoke Client Relationship Access
Revokes access for the Relationship relation to the Relationship subject.
Action
Create Client Employment
Creates an employment for specified client.
Action
Get Client Address
Gets an address by specified Client ID.
Action
Get Client Asset
Gets the Asset for specified Client.
Action
Create Client Relationship
Creates a Relationship for specified Client.
Action
Webhooks ↓
Client Address Updated Webhook
Event is raised any time any client addresses are updated.
Webhook
Plan Deleted Webhook
Event is raised any time a plan is deleted.
Webhook
Plan Created Webhook
Event is raised any time a plan is created.
Webhook
Plan Changed Webhook
Event is raised any time a plan is changed.
Webhook
Income Changed Webhook
Event is raised any time an income is changed.
Webhook
Client Created Webhook
Event is raised any time a client is created.
Webhook
Plan Status Updated Webhook
Event is raised any time a plan status for a plan is updated.
Webhook
Client Contact Detail Updated Webhook
Event is raised any time any client contact details are updated.
Webhook
Client Changed Webhook
Event is raised any time a client is changed.
Webhook
Client Address Created Webhook
Event is raised any time any client addresses are created.
Webhook
Plan Status Changed Webhook
Event is raised any time a plan is created.
Webhook
List Webhooks
Lists all current webhook subscriptions.
Action
Delete Webhook (Manually)
Deletes a subscription defined by the provided Webhook ID
Action
Get Webhook
Get a current webhook subscription.
Action
Income Created Webhook
Event is raised any time a income is created.
Webhook
Transaction Changed Webhook
Event is raised any time a transaction is changed.
Webhook
Plans ↓
Get Plan
Retrieves the specified plan.
Action
List Client Plans
Lists plans for specified Client.
Action
Advisers ↓
List Advisers
Lists all advisers.
Action
List Adviser Contact Details
List all contact details for an adviser.
Action
Leads ↓
List Leads
Retrieves all leads.
Action
List New Leads
Retrieves leads created since the last run.
Action
Update Lead - Corporate
Updates the specified lead type corporate.
Action
Update Lead - Person
Updates the specified lead type person.
Action
Delete Lead
Deletes the specified lead.
Action
Create Lead - Trust
Creates a new lead type trust.
Action
Update Lead - Trust
Updates the specified lead type trust.
Action
Create Lead - Person
Creates a new lead type person.
Action
Create Lead - Corporate
Creates a new lead type corporate.
Action
Get Lead
Retrieves the specified lead.
Action
List Lead Contact Details
Retrieves all contact details for the specified lead.
Action
Update Lead Address
Updates an address for specified Lead.
Action
Get Lead Address
Gets an address by specified Lead ID.
Action
Create Lead Contact Details
Create a new contact for a lead.
Action
List Lead Relationships
Retrieves all relationships for the specified lead.
Action
Update Lead Relationship
Updates the Relationship for specified Lead.
Action
Update Lead Contact Details
Updates a lead's contact details by ID.
Action
List Lead Contact Details
Lists all contacts details of a lead.
Action
List Lead Addresses
Retrieves all addresses for the specified lead.
Action
Get Lead Contact Details
Gets a lead's contact details specified by ID.
Action
Delete Lead Address
Deletes an address for a specified lead.
Action
Get Lead Marketing Preferences
Gets a lead's marketing preferences.
Action
Delete Lead Relationship
Deletes the Relationship for specified Lead.
Action
Create Lead Address
Creates a new Address for specified Lead.
Action
Create Lead Relationship
Creates a Relationship for specified Lead.
Action
Delete Lead Contact Details
Deletes a lead's contact details by ID.
Action
Get Lead Relationship
Gets the Relationship for specified Lead.
Action
Update Lead Marketing Preferences
Updates a lead's marketing preferences.
Action
Opportunities ↓
Update Client Opportunity
Update an opportunity for the specified client.
Action
Update Lead Opportunity
Update an opportunity for the specified lead.
Action
Create Lead Opportunity
Create an opportunity for the specified lead.
Action
Create Client Opportunity
Create an opportunity for the specified client.
Action
List Client Opportunities
List the opportunities for the specified client.
Action
List Opportunity Types
List the opportunity types for a tenant.
Action
List Lead Opportunities
List the opportunities for the specified lead.
Action
Advisors ↓
Get Adviser
Get an adviser.
Action
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!
Related Connectors
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.