IntegrationsrakletInsurance Xdate
raklet + Insurance Xdate

Connect raklet and Insurance Xdate to Build Intelligent Automations

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Insurance Xdate

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Frequently Asked Questions

How do I start an integration between raklet and Insurance Xdate?

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

Can we customize how data from raklet is recorded in Insurance Xdate?

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

How often does the data sync between raklet and Insurance Xdate?

The data sync between raklet and Insurance Xdate 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 raklet to Insurance Xdate?

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 raklet and Insurance Xdate?

Yes, you can set conditional logic to control the flow of data between raklet and Insurance Xdate. 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.

raklet

About raklet

Raklet is a CRM to help manage contacts, messages and payments. Schedule email and SMS, collect payments online and more.

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Insurance Xdate

About Insurance Xdate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

Learn More