Connect record and Insurance Xdate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for record
Choose an Action
Automatically do this!
- Request a new Action for Insurance Xdate
Integrate record with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your record and Insurance Xdate accounts to viaSocket. Once connected, you can set up a workflow where an event in record triggers actions in Insurance Xdate (or vice versa).
Absolutely. You can customize how record 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.
The data sync between record and Insurance Xdate 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 record 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.
About record
Record streamlines B2B SaaS support by automating issue resolution, investigation, and collaboration through a singular source of truth.
Learn MoreAbout 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.
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