Integrations SquaredUp Insurance Xdate
SquaredUp + Insurance Xdate

Connect SquaredUp and Insurance Xdate to Build Intelligent Automations

Choose a Trigger

SquaredUp

When this happens...

Choose an Action

Insurance Xdate

Automatically do this!

Enable Integrations or automations with these events of SquaredUp and Insurance Xdate

Enable Integrations or automations with these events of SquaredUp and Insurance Xdate

Actions

Create User

Create User

Create Tenent User.

Delete User

Delete User

Deleting the User using Email.

Search User

Search User

This action search user by email id.

Create Tenant Group

Create Tenant Group

Create a new tenant group with a display name, description.

Delete Tenant Group

Delete Tenant Group

Delete an existing tenant group by specifying its unique group ID.

Update Tenant Group

Update Tenant Group

Update the details of an existing tenant group, including its name, description, and associated users.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

The data sync between SquaredUp 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 SquaredUp 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 SquaredUp and Insurance Xdate?

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

SquaredUp

About SquaredUp

SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.

Learn More
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.

Learn More