Connect docugenerate and Realty Executives Prime Agent to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your docugenerate and Realty Executives Prime Agent accounts to viaSocket. Once connected, you can set up a workflow where an event in docugenerate triggers actions in Realty Executives Prime Agent (or vice versa).
Absolutely. You can customize how docugenerate data is recorded in Realty Executives Prime Agent. This includes choosing which data fields go into which fields of Realty Executives Prime Agent, setting up custom formats, and filtering out unwanted information.
The data sync between docugenerate and Realty Executives Prime Agent 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 docugenerate and Realty Executives Prime Agent. 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 docugenerate
DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.
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About Realty Executives Prime Agent
Prime Agent is Realty Executives' proprietary intranet dashboard that provides quick access to business tools, marketing collateral, news, and resources in one ecosystem.
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