Connect Common Room and Simplifi by Quicken to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Common Room
Choose an Action
Automatically do this!
- Request a new Action for Simplifi by Quicken
Enable Integrations or automations with these events of Common Room and Simplifi by Quicken
Enable Integrations or automations with these events of Common Room and Simplifi by Quicken
Actions
Add Activity From Third Party Source
Adds an activity to a contact in your room.
Add Contact From Third Party Source
Adds a contact to your room.
List Contact Custom Fields
Get all the contact custom fields from Common Room
List Activity Types
Get allActivity Types from Common Room
List Segments
Get all segments from Common Room
List Tags
Get all tags from Common Room.
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Frequently Asked Questions
To start, connect both your Common Room and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in Common Room triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how Common Room data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between Common Room and Simplifi by Quicken 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 Common Room and Simplifi by Quicken. 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 Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
Learn MoreAbout Simplifi by Quicken
Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
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