Connect Pastel and AgencyZoom to Build Intelligent Automations
Enable Integrations or automations with these events of Pastel and AgencyZoom
Enable Integrations or automations with these events of Pastel and AgencyZoom
Triggers
New Canvases
Triggers when a new canvas is created.
New Project
Triggers when a new Project is created.
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Frequently Asked Questions
To start, connect both your Pastel and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in AgencyZoom (or vice versa).
Absolutely. You can customize how Pastel data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.
The data sync between Pastel and AgencyZoom 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 Pastel and AgencyZoom. 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 Pastel
Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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