XILO

How to import a XILO prospect into PL Rater

How EZLynx works, what integrates, and how it can be used with XILO.

EZLynx Overview

How to export XILO forms to Hawksoft

Having trouble pushing an integration to your comparative rater or AMS from XILO? Check out this article to see how to resolve these issues

How to fix an integration issue

In this article, we'll explore the details of the new Zap integration we've developed at XILO.

Documenting XILO's Latest Zap Integration

How to integrate XILO into your Salesforce instance

Setting Up Salesforce x XILO Integration: A Step-by-Step Guide

Enabling Microsoft Dynamics CRM Integration with XILO: A Step-by-Step Guide for System Administrators

How to Integrate Client and Policy Data with Sagitta on the XILO Platform

Jon Corrin

Emma Salaya

Connecting your XILO account with your favorite services

Integrations

How to activate a Quote Rush Account

Connect Zapier with XILO

Configure AMS 360 as Connecting Partner in PL Rater

In this article, I am going to show you how to setup XILO and the EZLynx integration during your initial on-boarding

How to setup XILO and the EZLynx integration

Connecting Integrations to XILO

How to Activate the Infusionsoft Integration

How to activate the Turbo Rater Integration

How to set up the AMS360 integration with XILO

AMS360 Integration

How to activate EZLynx Raters API for XILO Account

Connecting Integrations

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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