Connect nextagency and kanban zone to Build Intelligent Automations
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- Request a new Trigger for nextagency
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- Request a new Action for kanban zone
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Frequently Asked Questions
To start, connect both your nextagency and kanban zone accounts to viaSocket. Once connected, you can set up a workflow where an event in nextagency triggers actions in kanban zone (or vice versa).
Absolutely. You can customize how nextagency data is recorded in kanban zone. This includes choosing which data fields go into which fields of kanban zone, setting up custom formats, and filtering out unwanted information.
The data sync between nextagency and kanban zone 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 nextagency and kanban zone. 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 nextagency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right time.
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