Connect Intercorp BAS and The Value Builder System to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Intercorp BAS
Choose an Action
Automatically do this!
- Request a new Action for The Value Builder System
Enable Integrations or automations with these events of Intercorp BAS and The Value Builder System
Enable Integrations or automations with these events of Intercorp BAS and The Value Builder System
Actions
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
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Frequently Asked Questions
To start, connect both your Intercorp BAS and The Value Builder System accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in The Value Builder System (or vice versa).
Absolutely. You can customize how Intercorp BAS data is recorded in The Value Builder System. This includes choosing which data fields go into which fields of The Value Builder System, setting up custom formats, and filtering out unwanted information.
The data sync between Intercorp BAS and The Value Builder System typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Intercorp BAS and The Value Builder System. 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.
About Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
Learn MoreAbout The Value Builder System
Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.
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