Integrationsriskadvisorproworkflow
riskadvisor + proworkflow

Connect riskadvisor and proworkflow to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between riskadvisor and proworkflow?

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

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

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

How often does the data sync between riskadvisor and proworkflow?

The data sync between riskadvisor and proworkflow 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 proworkflow?

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 proworkflow?

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

About proworkflow

Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

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