Connect ambassador and nextagency to Build Intelligent Automations
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This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your ambassador and nextagency accounts to viaSocket. Once connected, you can set up a workflow where an event in ambassador triggers actions in nextagency (or vice versa).
Absolutely. You can customize how ambassador data is recorded in nextagency. This includes choosing which data fields go into which fields of nextagency, setting up custom formats, and filtering out unwanted information.
The data sync between ambassador and nextagency 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 ambassador and nextagency. 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 ambassador
Ambassador gives any company the tools to turbo-charge their referral program, turning their customers into brand Ambassadors. Use Ambassador to easily create, track & manage custom incentives that drive referrals and evangelize your users. It's as simple as pasting a javascript snippet or can be seamlessly integrated via API.
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About nextagency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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