Connect claimwizard and SimpleKPI to Build Intelligent Automations
Enable Integrations or automations with these events of claimwizard and SimpleKPI
Enable Integrations or automations with these events of claimwizard and SimpleKPI
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your claimwizard and SimpleKPI accounts to viaSocket. Once connected, you can set up a workflow where an event in claimwizard triggers actions in SimpleKPI (or vice versa).
Absolutely. You can customize how claimwizard data is recorded in SimpleKPI. This includes choosing which data fields go into which fields of SimpleKPI, setting up custom formats, and filtering out unwanted information.
The data sync between claimwizard and SimpleKPI 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 claimwizard and SimpleKPI. 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 claimwizard
ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.
Learn MoreAbout SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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