Connect nextagency and kanbanflow to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between nextagency and kanbanflow?

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

Can we customize how data from nextagency is recorded in kanbanflow?

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

How often does the data sync between nextagency and kanbanflow?

The data sync between nextagency and kanbanflow 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 nextagency to kanbanflow?

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 nextagency and kanbanflow?

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

nextagency

About nextagency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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kanbanflow

About kanbanflow

KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.

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