IntegrationsBrosixSearch and Save
Brosix + Search and Save

Connect Brosix and Search and Save to Build Intelligent Automations

Choose a Trigger

Brosix

When this happens...

Choose an Action

Search and Save

Automatically do this!

Enable Integrations or automations with these events of Brosix and Search and Save

Enable Integrations or automations with these events of Brosix and Search and Save

Actions

Send Message

Send Message

Send a Message to a Brosix account

Request a new Action for Brosix

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Brosix and Search and Save?

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

Can we customize how data from Brosix is recorded in Search and Save?

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

How often does the data sync between Brosix and Search and Save?

The data sync between Brosix and Search and Save 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 Brosix to Search and Save?

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 Brosix and Search and Save?

Yes, you can set conditional logic to control the flow of data between Brosix and Search and Save. 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.

Brosix

About Brosix

Brosix is a secure instant messenger for your team, offering unlimited file transfer, screen-sharing, audio and video calls, and many more collaboration features to improve your team performance.

Learn More
Search and Save

About Search and Save

The Search & Save system is a Medicare quoting system and CRM for agents use only.

Learn More