IntegrationsriskadvisorPDF Charts
riskadvisor + PDF Charts

Connect riskadvisor and PDF Charts to Build Intelligent Automations

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riskadvisor

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PDF Charts

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Frequently Asked Questions

How do I start an integration between riskadvisor and PDF Charts?

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

Can we customize how data from riskadvisor is recorded in PDF Charts?

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

How often does the data sync between riskadvisor and PDF Charts?

The data sync between riskadvisor and PDF Charts 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 PDF Charts?

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 PDF Charts?

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

About PDF Charts

PDF Charts is a simple API for developers to create dynamic charts with just one call.

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