Radius is an Insurance Agency Management Software you can automate your sales & marketing with.
By using the FormTitan Push option you can automatically update your Radius account.
Following are steps to integrate with Radius bob:
1- | Open the form you would like to integrate in the Form Builder. |
2- | Go to "Properties Panel" > "Form" tab > "Settings" > "Integrations" Category > "Push notification" - Press on "Set Notifications" |
3- | In the first wizard step: Choose Platform, select "Radius". |
4- | In order to push data to your Radius account you first will need to "Authenticate with Radius". |
5- | Once authenticated you will be required to enter Radius Parameters: |
Login - Enter your Login API Key - Enter the API Key Record Type - Choose a Lead list or a Client List from the drop down. |
|
6- | Match the fields in your form to the columns in your list - to configure where each field value will be stored. |
7- | Turn on the notification toggle and Press on "Finish". |
Example for how the integration really works
Now that your form is configured to integrate with Radius - a user will fill in your form and then:
1- | Once you enter your Radius account you will find the data inside the list you chose when you configured the push. |