Connect Certifier and AgencyZoom to Build Intelligent Automations
Enable Integrations or automations with these events of Certifier and AgencyZoom
Enable Integrations or automations with these events of Certifier and AgencyZoom
Triggers
New Group
Triggers when new group is created.
Actions
Delete Credential
Delete an existing Credential.
Delete Group
Delete an existing group.
Update a credential
Update a credential
Update a group
Update a group
Create Group
Creates a group.
Issue Credential
Creates, issues, and sends a credential to a recipient.
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Frequently Asked Questions
To start, connect both your Certifier and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in AgencyZoom (or vice versa).
Absolutely. You can customize how Certifier data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.
The data sync between Certifier and AgencyZoom 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 Certifier and AgencyZoom. 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.
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