Connect Circle and Moneypenny to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your Circle and Moneypenny accounts to viaSocket. Once connected, you can set up a workflow where an event in Circle triggers actions in Moneypenny (or vice versa).
Absolutely. You can customize how Circle data is recorded in Moneypenny. This includes choosing which data fields go into which fields of Moneypenny, setting up custom formats, and filtering out unwanted information.
The data sync between Circle and Moneypenny 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 Circle and Moneypenny. 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 Circle
Circle is a community platform designed to bring together your audience, foster engagement, and build meaningful connections. It offers tools for creating and managing online communities, including discussion forums, member directories, and event management.
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About Moneypenny
Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.
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