Connect Better Agency and Email to Build Intelligent Automations

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Better Agency

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Email

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Enable Integrations or automations with these events of Better Agency and Email

Enable Integrations or automations with these events of Better Agency and Email

Actions

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Send approval email

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Frequently Asked Questions

How do I start an integration between Better Agency and Email?

To start, connect both your Better Agency and Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Better Agency triggers actions in Email (or vice versa).

Can we customize how data from Better Agency is recorded in Email?

Absolutely. You can customize how Better Agency data is recorded in Email. This includes choosing which data fields go into which fields of Email, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Better Agency and Email?

The data sync between Better Agency and Email typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Better Agency to Email?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Better Agency and Email?

Yes, you can set conditional logic to control the flow of data between Better Agency and Email. 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.

Better Agency

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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