Connect TextIt and Insurance Xdate to Build Intelligent Automations
Enable Integrations or automations with these events of TextIt and Insurance Xdate
Enable Integrations or automations with these events of TextIt and Insurance Xdate
Actions
Create Topic
create a new topic.
Create a Group
create a new contact group.
Delete a Group
Deletes a contact group by its name.
Create Campaigns
create a new campaign.
Update Campaigns
update an existing campaign.
Delete Campaign Events
Delete a campaign event.
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Frequently Asked Questions
To start, connect both your TextIt and Insurance Xdate accounts to viaSocket. Once connected, you can set up a workflow where an event in TextIt triggers actions in Insurance Xdate (or vice versa).
Absolutely. You can customize how TextIt 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 TextIt 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 TextIt 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 TextIt
TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.
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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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