Connect consensus and servicepro to Build Intelligent Automations

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consensus

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servicepro

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before making it accessible to end users.
This process may take 15 to 30 days.

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Frequently Asked Questions

How do I start an integration between consensus and servicepro?

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

Can we customize how data from consensus is recorded in servicepro?

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

How often does the data sync between consensus and servicepro?

The data sync between consensus and servicepro 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 consensus to servicepro?

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 consensus and servicepro?

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

consensus

About consensus

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

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servicepro

About servicepro

ServicePRO is a powerful Collaborative Workflow and Service Management System that delivers Return on Investment. Requires 14.2.16.50 or above version of ServicePRO.

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