Integrations Easybroker convergepoint
Easybroker + convergepoint

Connect Easybroker and convergepoint to Build Intelligent Automations

Choose a Trigger

Easybroker

When this happens...

Choose an Action

convergepoint

Automatically do this!

Enable Integrations or automations with these events of Easybroker and convergepoint

Enable Integrations or automations with these events of Easybroker and convergepoint

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Contact Request

New Contact Request

Triggers when a new contact request is created.

Request a new Trigger for Easybroker

Actions

List All Contacts

List All Contacts

Get all the contacts from Easybroker.

Create a Contact Request

Create a Contact Request

Creates a Contact Request in your EasyBroker account for a lead.

Get Contact Requests

Get Contact Requests

Gets a list of contact requests

Get Contact

Get Contact

Retrieves a specific contact and it's details by it's contact ID

Get Property

Get Property

Retrieves a specific property and it's details by it's property ID

List All Collaborations

List All Collaborations

Get all the collaborations from Easybroker.

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Frequently Asked Questions

How do I start an integration between Easybroker and convergepoint?

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

Can we customize how data from Easybroker is recorded in convergepoint?

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

How often does the data sync between Easybroker and convergepoint?

The data sync between Easybroker and convergepoint 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 Easybroker to convergepoint?

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 Easybroker and convergepoint?

Yes, you can set conditional logic to control the flow of data between Easybroker and convergepoint. 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.

Easybroker

About Easybroker

The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.

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convergepoint

About convergepoint

Convergepoint simplifies your regulatory compliance processes with policy management and contract management software.

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