Connect roster and agencybloc to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between roster and agencybloc?

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

Can we customize how data from roster is recorded in agencybloc?

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

How often does the data sync between roster and agencybloc?

The data sync between roster and agencybloc 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 roster to agencybloc?

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 roster and agencybloc?

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

roster

About roster

The brand engagement platform. Drive sales & awareness through word of mouth marketing.

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agencybloc

About agencybloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

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