Connect collect and Basix to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between collect and Basix?

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

Can we customize how data from collect is recorded in Basix?

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

How often does the data sync between collect and Basix?

The data sync between collect and Basix 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 collect to Basix?

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 collect and Basix?

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

collect

About collect

Collect helps team to put documents and data collection on autopilot.

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Basix

About Basix

Basix.ai is a sales execution tool that uses AI to power high performing sales processes.

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