Connect SimpleKPI and agentmethods to Build Intelligent Automations
Enable Integrations or automations with these events of SimpleKPI and agentmethods
Enable Integrations or automations with these events of SimpleKPI and agentmethods
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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Frequently Asked Questions
To start, connect both your SimpleKPI and agentmethods accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in agentmethods (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in agentmethods. This includes choosing which data fields go into which fields of agentmethods, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and agentmethods 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 SimpleKPI and agentmethods. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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About agentmethods
AgentMethods is a website and online marketing platform built for independent insurance agents.
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