Integrationsriskadvisorsendsafely
riskadvisor + sendsafely

Connect riskadvisor and sendsafely to Build Intelligent Automations

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riskadvisor

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sendsafely

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Frequently Asked Questions

How do I start an integration between riskadvisor and sendsafely?

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

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

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

How often does the data sync between riskadvisor and sendsafely?

The data sync between riskadvisor and sendsafely 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 sendsafely?

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 sendsafely?

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

About sendsafely

SendSafely is an end-to-end encrypted file transfer platform that lets you securely attach any file to any platform.

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