Connect Akkio and salesviewer to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Akkio and salesviewer?

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

Can we customize how data from Akkio is recorded in salesviewer?

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

How often does the data sync between Akkio and salesviewer?

The data sync between Akkio and salesviewer 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 Akkio to salesviewer?

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 Akkio and salesviewer?

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