Integrationsriskadvisorwheelbase
riskadvisor + wheelbase

Connect riskadvisor and wheelbase to Build Intelligent Automations

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riskadvisor

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Choose an Action

wheelbase

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Frequently Asked Questions

How do I start an integration between riskadvisor and wheelbase?

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

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

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

How often does the data sync between riskadvisor and wheelbase?

The data sync between riskadvisor and wheelbase 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 wheelbase?

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 wheelbase?

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

About wheelbase

All-in-one rentals suite that combines rental management software with $1M in insurance coverage.

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