Integrationsriskadvisorserviceworks
riskadvisor + serviceworks

Connect riskadvisor and serviceworks to Build Intelligent Automations

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riskadvisor

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serviceworks

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Frequently Asked Questions

How do I start an integration between riskadvisor and serviceworks?

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

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

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

How often does the data sync between riskadvisor and serviceworks?

The data sync between riskadvisor and serviceworks 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 serviceworks?

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 serviceworks?

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

About serviceworks

ServiceWorks is a Field Service Management Platform

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