Connect riskadvisor and pagico to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between riskadvisor and pagico?

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

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

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

How often does the data sync between riskadvisor and pagico?

The data sync between riskadvisor and pagico 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 pagico?

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 pagico?

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

About pagico

Pagico is a powerful productivity suite that helps you manage projects, contacts, daily tasks and files in one place. Available for Mac, Windows, Linux, iOS and Android, Pagico is your best cross-platform information management platform.

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