Integrationsriskadvisorexport SDK
riskadvisor + export SDK

Connect riskadvisor and export SDK to Build Intelligent Automations

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export SDK

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Frequently Asked Questions

How do I start an integration between riskadvisor and export SDK?

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

Can we customize how data from riskadvisor is recorded in export SDK?

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

How often does the data sync between riskadvisor and export SDK?

The data sync between riskadvisor and export SDK 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 export SDK?

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 export SDK?

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

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export SDK

About export SDK

Export SDK is an all-in-one platform for designing and rendering PDF files using dynamic data.

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