Connect SignDesk and AgencyZoom to Build Intelligent Automations
Enable Integrations or automations with these events of SignDesk and AgencyZoom
Enable Integrations or automations with these events of SignDesk and AgencyZoom
Actions
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
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Frequently Asked Questions
To start, connect both your SignDesk and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in AgencyZoom (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and AgencyZoom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SignDesk and AgencyZoom. 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.
About SignDesk
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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