Connect sinao and nextagency to Build Intelligent Automations
Enable Integrations or automations with these events of sinao and nextagency
Enable Integrations or automations with these events of sinao and nextagency
Actions
Create an Organization
Create an organization.
Create or Edit an Invoice
Create or Edit an invoice with an amount in TTC/HT.
Create a Product/Service
Createa product/service.
Create a Client
Create a Client.
Update a Client
Update a Client.
Update a Product/Service
Update a product/service.
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Frequently Asked Questions
To start, connect both your sinao and nextagency accounts to viaSocket. Once connected, you can set up a workflow where an event in sinao triggers actions in nextagency (or vice versa).
Absolutely. You can customize how sinao data is recorded in nextagency. This includes choosing which data fields go into which fields of nextagency, setting up custom formats, and filtering out unwanted information.
The data sync between sinao and nextagency 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 sinao and nextagency. 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 nextagency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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