Connect clevero and octoboard to Build Intelligent Automations

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octoboard

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Frequently Asked Questions

How do I start an integration between clevero and octoboard?

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

Can we customize how data from clevero is recorded in octoboard?

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

How often does the data sync between clevero and octoboard?

The data sync between clevero and octoboard 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 clevero to octoboard?

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 clevero and octoboard?

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

clevero

About clevero

Clevero is a CRM that runs your daily operations in a simple to use platform. Capture data and automate process around for your Sales, Projects, Support, Timesheets, Invoicing and much much more.

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octoboard

About octoboard

Octoboard builds real-time office TV dashboards, online client portals, automated reports and AI data analytics platform for sharing cloud data with team members, management and clients.

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