Intelliflo connector icon

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.

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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.

PRODUCT USE CASES

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

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.

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.

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
Authentication
See Connector in Console
Credentials

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 method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Intelliflo Connector Documentation

Read more →Resource

SaaS Integration: How do you do it?

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