Connect Plecto and Better Agency to Build Intelligent Automations

Choose a Trigger

Plecto

When this happens...

Choose an Action

Better Agency

Automatically do this!

Enable Integrations or automations with these events of Plecto and Better Agency

Enable Integrations or automations with these events of Plecto and Better Agency

Actions

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

Request a new Action for Plecto

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Plecto and Better Agency?

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

Can we customize how data from Plecto is recorded in Better Agency?

Absolutely. You can customize how Plecto 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.

How often does the data sync between Plecto and Better Agency?

The data sync between Plecto and Better Agency 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 Plecto to Better Agency?

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 Plecto and Better Agency?

Yes, you can set conditional logic to control the flow of data between Plecto 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.

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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Better Agency

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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