AGENT - Applied Integrations

All About the Integrations Indio has with Applied Products

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21 articles in this collection
Written by Jamie Taylor and Indio Communications
Indio and Epic Bi-Directional Integration

Learn About the Indio and Applied Epic Bi-Directional Integration

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Written by Indio Communications
Updated over a week ago

Indio Export Schedules Feature

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Written by Jamie Taylor
Updated over a week ago

How to Sync Account and Contact Information to Indio From Applied Epic

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Written by Indio Communications
Updated over a week ago

How to Sync Account and Contact From Indio to Applied Epic

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Written by Indio Communications
Updated over a week ago

How to Create a Submission with Epic Bi-Directional Integration

Import Epic ACORD data, even on your very first submission
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Written by Indio Communications
Updated over a week ago

How to Renew a Submission with Epic Bi-Directional Integration

Submission renewal just got more automated
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Written by Indio Communications
Updated over a week ago

Pushing Marketing Activities to Epic

Send to Market submissions now create an automatic activity in Epic
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Written by Indio Communications
Updated over a week ago

Export of Attachments to Epic

Push Indio Documents into your Epic account
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Written by Indio Communications
Updated over a week ago

How to Import and Export ACORD Forms Between Indio and Applied Epic

Import and Export in existing Indio Submissions
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Written by Indio Communications
Updated over a week ago

How to Import and Export Schedule Workbook Data Between Indio and Applied Epic

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Written by Indio Communications
Updated over a week ago

Partial Exports: How to fix an Export Error

Video tutorial & how-to instructions for "Export to Epic" errors
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Written by Indio Communications
Updated over a week ago