Connect citima and plutio to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between citima and plutio?

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

Can we customize how data from citima is recorded in plutio?

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

How often does the data sync between citima and plutio?

The data sync between citima and plutio 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 citima to plutio?

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 citima and plutio?

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

citima

About citima

Citima is a new, indispensable customer relation manager (crm) for real estate advisors.

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plutio

About plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

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