Enable Integrations or automations with these events of Interakt and Search and Save
Send whatsApp message using templates
Create or Update users in your Interakt account
Explore more automations built by businesses and experts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Interakt and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Interakt triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Interakt data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Interakt and Search and Save 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 Interakt and Search and Save. 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.
The Search & Save system is a Medicare quoting system and CRM for agents use only.
Learn More