Connect SMS and Insurance Xdate to Build Intelligent Automations

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SMS

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Insurance Xdate

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how SMS 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 SMS and Insurance Xdate?

The data sync between SMS 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 SMS 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 SMS and Insurance Xdate?

Yes, you can set conditional logic to control the flow of data between SMS 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.

SMS

About SMS

MSG91 is a comprehensive communication platform that provides robust SMS solutions for businesses. It enables seamless and efficient messaging services, allowing businesses to reach their customers through SMS for notifications, alerts, and marketing campaigns.

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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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