Connect accountedge and rollworks to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between accountedge and rollworks?

To start, connect both your accountedge and rollworks accounts to viaSocket. Once connected, you can set up a workflow where an event in accountedge triggers actions in rollworks (or vice versa).

Can we customize how data from accountedge is recorded in rollworks?

Absolutely. You can customize how accountedge data is recorded in rollworks. This includes choosing which data fields go into which fields of rollworks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between accountedge and rollworks?

The data sync between accountedge and rollworks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from accountedge to rollworks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between accountedge and rollworks?

Yes, you can set conditional logic to control the flow of data between accountedge and rollworks. 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.

accountedge

About accountedge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

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rollworks

About rollworks

RollWorks combines lead generation with marketing and sales automation. They work with B2B companies to help them acquire new clients.

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