viaSocket

Connect Instantly and riskadvisor to Build Intelligent Automations

Choose a Trigger

Instantly

When this happens...

Choose an Action

riskadvisor

Automatically do this!

Enable Integrations or automations with these events of Instantly and riskadvisor

Enable Integrations or automations with these events of Instantly and riskadvisor

Triggers

New Lead in Campaign

New Lead in Campaign

Triggered when a new lead is created in a specific campaign.

New Email Received

New Email Received

Triggered when a new email is received in a specific campaign.

New Email Sent

New Email Sent

Triggered when a new email is sent.

Lead Unsubscribed

Lead Unsubscribed

Triggered when a specific lead is unsubscribed.

Campaign Completed

Campaign Completed

Triggered when a specific campaign is completed.

Lead Marked as not interested

Lead Marked as not interested

Triggered when a Lead is marked as not interested.

Actions

Create Lead

Create Lead

Create a lead in a list or campaign.

Create Lead List

Create Lead List

Create an existing lead list.

Test account vitals

Test account vitals

Test account vitals.

Add Lead to List

Add Lead to List

Add multiple leads to a list.

Add Lead to Campaign

Add Lead to Campaign

Add multiple leads to a campaign.

Create Campaign

Create Campaign

Create a campaign

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Frequently Asked Questions

How do I start an integration between Instantly and riskadvisor?

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

Can we customize how data from Instantly is recorded in riskadvisor?

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

How often does the data sync between Instantly and riskadvisor?

The data sync between Instantly and riskadvisor 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 Instantly to riskadvisor?

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 Instantly and riskadvisor?

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

Instantly

About Instantly

Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.

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riskadvisor

About riskadvisor

RiskAdvisor helps agents connect their clients with the right insurance

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