Connect Upwave and nextagency to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Upwave and nextagency?

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

Can we customize how data from Upwave is recorded in nextagency?

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

How often does the data sync between Upwave and nextagency?

The data sync between Upwave and nextagency 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 Upwave to nextagency?

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 Upwave and nextagency?

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

Upwave

About Upwave

Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.

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nextagency

About nextagency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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