
When this happens...

Automatically do this!
Add Lead
Add Contract
Add Customer
Add Estimate
Add Project
Add Proposal
Add Task
Add Ticket
Add Timesheet
Find or Create Customer
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal is created
Action is the task that follows automatically within your Intercorp BAS integrations.
Retrieve client records filtered by client code, creation/modified date range, and active status.
Retrieve client profiles.
Creates a new lead
Creates a new contract
Creates a new customer in the system
Creates a new estimate in the system
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To start, connect both your Intercorp BAS and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how Intercorp BAS data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Intercorp BAS and Webtiger 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 Webtiger. 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.
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.
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