Connect riskadvisor and Libeo to Build Intelligent Automations

Choose a Trigger

riskadvisor

When this happens...

Choose an Action

Libeo

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 Libeo?

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

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

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

How often does the data sync between riskadvisor and Libeo?

The data sync between riskadvisor and Libeo 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 Libeo?

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 Libeo?

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

About Libeo

Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.

Learn More