
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Folderit and Realty Executives Prime Agent
Create a new account.
Update the details of an existing account.
Delete a specific account.
Create a new group under the account.
Update the name of a group under the account.
Delete a group from the account.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Folderit and Realty Executives Prime Agent accounts to viaSocket. Once connected, you can set up a workflow where an event in Folderit triggers actions in Realty Executives Prime Agent (or vice versa).
Absolutely. You can customize how Folderit 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 Folderit 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 Folderit 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.
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn MorePrime 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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