IntegrationsThoughtlyriskadvisor
Thoughtly + riskadvisor

Connect Thoughtly and riskadvisor to Build Intelligent Automations

Choose a Trigger

Thoughtly

When this happens...

Choose an Action

riskadvisor

Automatically do this!

Enable Integrations or automations with these events of Thoughtly and riskadvisor

Enable Integrations or automations with these events of Thoughtly and riskadvisor

Actions

Search User Details

Search User Details

Search user details by email id.

Create Contact

Create Contact

Create new contact.

Delete Contact

Delete Contact

Delete an contact.

Call Contact

Call Contact

Call a contact

Search Calls

Search Calls

Search calls.

Search Contacts

Search Contacts

Search contacts by phone number.

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Frequently Asked Questions

How do I start an integration between Thoughtly and riskadvisor?

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

Can we customize how data from Thoughtly is recorded in riskadvisor?

Absolutely. You can customize how Thoughtly data is recorded in riskadvisor. This includes choosing which data fields go into which fields of riskadvisor, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Thoughtly and riskadvisor?

The data sync between Thoughtly and riskadvisor 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 Thoughtly to riskadvisor?

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 Thoughtly and riskadvisor?

Yes, you can set conditional logic to control the flow of data between Thoughtly and riskadvisor. 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.

Thoughtly

About Thoughtly

Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.

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riskadvisor

About riskadvisor

RiskAdvisor helps agents connect their clients with the right insurance

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