Connect Kadoa and Search and Save to Build Intelligent Automations
Enable Integrations or automations with these events of Kadoa and Search and Save
Enable Integrations or automations with these events of Kadoa and Search and Save
Triggers
Workflow Data
Triggered when a workflow data is updated.
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Frequently Asked Questions
To start, connect both your Kadoa and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Kadoa triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Kadoa 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 Kadoa 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 Kadoa 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.
About Kadoa
Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.
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About Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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