
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Aura and quip
Enter action Description Here
Create a new lead with email
Record a payment for a lead
Retrieve lead and call performance aggregated by UTM source, medium, and campaign including show rate, close rate, and revenue.
Update the status or notes of an existing call in Aura
Manually verify a payment by linking it to a specific call.
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To start, connect both your Aura and quip accounts to viaSocket. Once connected, you can set up a workflow where an event in Aura triggers actions in quip (or vice versa).
Absolutely. You can customize how Aura data is recorded in quip. This includes choosing which data fields go into which fields of quip, setting up custom formats, and filtering out unwanted information.
The data sync between Aura and quip 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 Aura and quip. 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.
Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.
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