Connect contalink and AgencyZoom to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between contalink and AgencyZoom?

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

Can we customize how data from contalink is recorded in AgencyZoom?

Absolutely. You can customize how contalink 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.

How often does the data sync between contalink and AgencyZoom?

The data sync between contalink and AgencyZoom 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 contalink to AgencyZoom?

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 contalink and AgencyZoom?

Yes, you can set conditional logic to control the flow of data between contalink 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.

contalink

About contalink

Contalink is an accounting and administrative system in the cloud to make the work of the accountant more efficient through the extensive use of technology and automation techniques.

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AgencyZoom

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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