Connect PDF Gate and Better Agency to Build Intelligent Automations
Choose a Trigger
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an Action
Automatically do this!
- Request a new Action for Better Agency
Enable Integrations or automations with these events of PDF Gate and Better Agency
Enable Integrations or automations with these events of PDF Gate and Better Agency
Triggers
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
Actions
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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Frequently Asked Questions
To start, connect both your PDF Gate and Better Agency accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Gate triggers actions in Better Agency (or vice versa).
Absolutely. You can customize how PDF Gate data is recorded in Better Agency. This includes choosing which data fields go into which fields of Better Agency, setting up custom formats, and filtering out unwanted information.
The data sync between PDF Gate and Better Agency 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 PDF Gate and Better Agency. 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 Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
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