Connect ezlynx and planso to Build Intelligent Automations

Choose a Trigger

ezlynx

When this happens...

Choose an Action

planso

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between ezlynx and planso?

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

Can we customize how data from ezlynx is recorded in planso?

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

How often does the data sync between ezlynx and planso?

The data sync between ezlynx and planso 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 ezlynx to planso?

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 ezlynx and planso?

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

ezlynx

About ezlynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Learn More
planso

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

Learn More