Integrationsriskadvisordocketmanager
riskadvisor + docketmanager

Connect riskadvisor and docketmanager to Build Intelligent Automations

Choose a Trigger

riskadvisor

When this happens...

Choose an Action

docketmanager

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between riskadvisor and docketmanager?

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

Can we customize how data from riskadvisor is recorded in docketmanager?

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

How often does the data sync between riskadvisor and docketmanager?

The data sync between riskadvisor and docketmanager 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 riskadvisor to docketmanager?

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 riskadvisor and docketmanager?

Yes, you can set conditional logic to control the flow of data between riskadvisor and docketmanager. 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.

riskadvisor

About riskadvisor

RiskAdvisor helps agents connect their clients with the right insurance

Learn More
docketmanager

About docketmanager

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

Learn More