Connect Stormboard and Insurance Xdate to Build Intelligent Automations
Choose a Trigger
When this happens...
Idea Created
Choose an Action
Automatically do this!
- Request a new Action for Insurance Xdate
Enable Integrations or automations with these events of Stormboard and Insurance Xdate
Enable Integrations or automations with these events of Stormboard and Insurance Xdate
Triggers
Idea Created
Triggered when a new idea is created in Stormboard.
Actions
Create Idea
Add a new idea (text, image, video, document, or whiteboard) to a Stormboard storm with the chosen type and color.
Create Storm
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Search Storms
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
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Frequently Asked Questions
To start, connect both your Stormboard and Insurance Xdate accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in Insurance Xdate (or vice versa).
Absolutely. You can customize how Stormboard 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.
The data sync between Stormboard and Insurance Xdate 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 Stormboard 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.
About Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
Learn MoreAbout 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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