Connect rollworks and nextagency to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between rollworks and nextagency?

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

Can we customize how data from rollworks is recorded in nextagency?

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

How often does the data sync between rollworks and nextagency?

The data sync between rollworks and nextagency 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 rollworks to nextagency?

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 rollworks and nextagency?

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

rollworks

About rollworks

RollWorks combines lead generation with marketing and sales automation. They work with B2B companies to help them acquire new clients.

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nextagency

About nextagency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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