Integrations Runn Painel do Corretor
Runn + Painel do Corretor

Connect Runn and Painel do Corretor to Build Intelligent Automations

Choose a Trigger

Runn

When this happens...

Choose an Action

Painel do Corretor

Automatically do this!

Enable Integrations or automations with these events of Runn and Painel do Corretor

Enable Integrations or automations with these events of Runn and Painel do Corretor

Actions

Create project

Create project

Create a new Runn project for the chosen client, with optional budget, team, and rate settings.

Create client

Create client

Create a new client in Runn using a name and optional website.

Create Person

Create Person

Add a person to Runn so they can be assigned a role, team, and schedule.

Create role

Create role

Create a new role in Runn to assign to people and projects.

Create skill

Create skill

Add a new skill to Runn so you can assign and track expertise.

Assign person to project

Assign person to project

Add a person to a project for selected dates with daily time, role, and billable status.

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Frequently Asked Questions

How do I start an integration between Runn and Painel do Corretor?

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

Can we customize how data from Runn is recorded in Painel do Corretor?

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

How often does the data sync between Runn and Painel do Corretor?

The data sync between Runn and Painel do Corretor 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 Runn to Painel do Corretor?

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 Runn and Painel do Corretor?

Yes, you can set conditional logic to control the flow of data between Runn and Painel do Corretor. 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.

Runn

About Runn

Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.

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Painel do Corretor

About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!

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