IntegrationszefortBetter Agency
zefort + Better Agency

Connect zefort and Better Agency to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between zefort and Better Agency?

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

Can we customize how data from zefort is recorded in Better Agency?

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

How often does the data sync between zefort and Better Agency?

The data sync between zefort and Better Agency 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 zefort to Better Agency?

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 zefort and Better Agency?

Yes, you can set conditional logic to control the flow of data between zefort and Better Agency. 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.

zefort

About zefort

Zefort is a contract management platform to easily store, search and share contracts and other important documents.

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Better Agency

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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