Connect codo and Roar Software to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between codo and Roar Software?

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

Can we customize how data from codo is recorded in Roar Software?

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

How often does the data sync between codo and Roar Software?

The data sync between codo and Roar Software 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 codo to Roar Software?

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 codo and Roar Software?

Yes, you can set conditional logic to control the flow of data between codo and Roar Software. 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.

codo

About codo

A training platform that turns repetitive, manual onboarding into automated, self-paced group journeys optimized for engagement, connection, retention, and scalability.

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Roar Software

About Roar Software

ROAR is the Advice Marketplace - Connecting technology to better deliver financial advice

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