Connect AgencyZoom and Eledo to Build Intelligent Automations
Enable Integrations or automations with these events of AgencyZoom and Eledo
Enable Integrations or automations with these events of AgencyZoom and Eledo
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Create a PDF from an Eledo template and return a download link. Optionally make the file temporary for one-time download.
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Frequently Asked Questions
To start, connect both your AgencyZoom and Eledo accounts to viaSocket. Once connected, you can set up a workflow where an event in AgencyZoom triggers actions in Eledo (or vice versa).
Absolutely. You can customize how AgencyZoom data is recorded in Eledo. This includes choosing which data fields go into which fields of Eledo, setting up custom formats, and filtering out unwanted information.
The data sync between AgencyZoom and Eledo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgencyZoom and Eledo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Learn MoreAbout Eledo
Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.
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