Connect answerforce and college aid pro to Build Intelligent Automations
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your answerforce and college aid pro accounts to viaSocket. Once connected, you can set up a workflow where an event in answerforce triggers actions in college aid pro (or vice versa).
Absolutely. You can customize how answerforce data is recorded in college aid pro. This includes choosing which data fields go into which fields of college aid pro, setting up custom formats, and filtering out unwanted information.
The data sync between answerforce and college aid pro 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 answerforce and college aid pro. 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 answerforce
AnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.
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About college aid pro
College Aid Pro is a college planning software for financial advisors to assist college-bound families.
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