Overview of Connection Your Web Site

You can have forms filled in on your web site create contact names or add notes to existing contact names in Advisors Assistant.

There are two ways to do this:

1.WordPress sites can use Gravity Forms

2.Your site's programmer can access our API directly.

WordPress Sites

WordPress sites can use a plugin called Gravity Forms which is designed to create forms for visitors to your site to fill in.  Advisors Assistant has developed a plugin to Gravity Forms that will allow Gravity Forms to talk to the Advisors Assistant API automatically so that information can be sent to Advisors Assistant.

If you are not using WordPress and you are looking for a new web site, we can refer you to a vendor in the Financial Services space who created our web site.

Direct Access To API

If you are not using WordPress, your programmer who maintains your site can access our API directly.  Contact our Sales Department at cms@climark.com and they will have one of our developers contact your web site programmer.with information and credentials.

Read more about the API at https://api.myadvisorsassistant.com/

When you request to use the API, we will set up an on-boarding phone call between one of our developers and your web site developer to get all of the right information exchanged that will be needed for a successful integration.

See Also

Setting Up Gravity Forms