Connect string and Search and Save to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for string
Choose an Action
Automatically do this!
- Request a new Action for Search and Save
Enable Integrations or automations with these events of string and Search and Save
Enable Integrations or automations with these events of string and Search and Save
Actions
Mapping identifiers
Retrieve Interaction Network
Get Interaction Partners
Functional Enrichment Analysis
Know More About String and Search And Save Integrations
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Frequently Asked Questions
To start, connect both your string and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in string triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how string data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between string and Search and Save 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 string and Search and Save. 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 string
String is a cloud-based direct phone line and messaging solution that scales and modernizes business texting, calling, and direct messaging.
Learn MoreAbout Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
Learn More
