IntegrationsflowyteamWhite Swan
flowyteam + White Swan

Connect flowyteam and White Swan to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between flowyteam and White Swan?

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

Can we customize how data from flowyteam is recorded in White Swan?

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

How often does the data sync between flowyteam and White Swan?

The data sync between flowyteam and White Swan 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 flowyteam to White Swan?

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 flowyteam and White Swan?

Yes, you can set conditional logic to control the flow of data between flowyteam and White Swan. 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.

flowyteam

About flowyteam

FlowyTeam provides a one-stop centre to track and improve your team’s productivity via Task Management, Project Management, Attendance & Time-log, Client & Lead Management and effective productivity software your team needs.

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White Swan

About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

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