IntegrationsOmniconvertagencybloc
Omniconvert + agencybloc

Connect Omniconvert and agencybloc to Build Intelligent Automations

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Omniconvert

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agencybloc

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Frequently Asked Questions

How do I start an integration between Omniconvert and agencybloc?

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

Can we customize how data from Omniconvert is recorded in agencybloc?

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

How often does the data sync between Omniconvert and agencybloc?

The data sync between Omniconvert and agencybloc 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 Omniconvert to agencybloc?

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 Omniconvert and agencybloc?

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

Omniconvert

About Omniconvert

Omniconvert delivers the software, services & know-how to empower retailers to become customer-centric; from acquisition to retention.

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agencybloc

About agencybloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

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