Connect AgencyZoom and EyeLevel AI to Build Intelligent Automations
Enable Integrations or automations with these events of AgencyZoom and EyeLevel AI
Enable Integrations or automations with these events of AgencyZoom and EyeLevel AI
Triggers
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
New Bucket
Trigger when new bucket is created.
Actions
Create Bucket
Creates a Bucket.
Update Bucket
Update an existing bucket.
Delete Bucket
Delete an existing bucket.
Create Group
Creates a Group.
Update Group
Update an existing group.
Delete Group
Delete an existing group.
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Frequently Asked Questions
To start, connect both your AgencyZoom and EyeLevel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in AgencyZoom triggers actions in EyeLevel AI (or vice versa).
Absolutely. You can customize how AgencyZoom data is recorded in EyeLevel AI. This includes choosing which data fields go into which fields of EyeLevel AI, setting up custom formats, and filtering out unwanted information.
The data sync between AgencyZoom and EyeLevel AI 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 EyeLevel AI. 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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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