Connect Formsite and AgencyZoom to Build Intelligent Automations
Enable Integrations or automations with these events of Formsite and AgencyZoom
Enable Integrations or automations with these events of Formsite and AgencyZoom
Triggers
New Form Result
Triggers when a user submits a new form results.
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Frequently Asked Questions
To start, connect both your Formsite and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in Formsite triggers actions in AgencyZoom (or vice versa).
Absolutely. You can customize how Formsite data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.
The data sync between Formsite and AgencyZoom 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 Formsite and AgencyZoom. 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 Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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