If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 isla and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in isla triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how isla 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 isla 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 isla 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.
Isla is your hub to send and receive structured requests, eliminating the hassle of back-and-forth messages, interruptions, and context-switching at the workplace.
Learn MoreThe Search & Save system is a Medicare quoting system and CRM for agents use only.
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