Integrations Routee Insurance Xdate
Routee + Insurance Xdate

Connect Routee and Insurance Xdate to Build Intelligent Automations

Choose a Trigger

Routee

When this happens...

Choose an Action

Insurance Xdate

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Enable Integrations or automations with these events of Routee and Insurance Xdate

Enable Integrations or automations with these events of Routee and Insurance Xdate

Triggers

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

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Actions

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Request a new Action for Routee

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Frequently Asked Questions

How do I start an integration between Routee and Insurance Xdate?

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

Can we customize how data from Routee is recorded in Insurance Xdate?

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

How often does the data sync between Routee and Insurance Xdate?

The data sync between Routee and Insurance Xdate 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 Routee to Insurance Xdate?

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 Routee and Insurance Xdate?

Yes, you can set conditional logic to control the flow of data between Routee and Insurance Xdate. 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.

Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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Insurance Xdate

About Insurance Xdate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

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