Connect convergepoint and reform to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for convergepoint
Choose an Action
Automatically do this!
- Request a new Action for reform
Integrate convergepoint with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your convergepoint and reform accounts to viaSocket. Once connected, you can set up a workflow where an event in convergepoint triggers actions in reform (or vice versa).
Absolutely. You can customize how convergepoint data is recorded in reform. This includes choosing which data fields go into which fields of reform, setting up custom formats, and filtering out unwanted information.
The data sync between convergepoint and reform 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 convergepoint and reform. 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 convergepoint
Convergepoint simplifies your regulatory compliance processes with policy management and contract management software.
Learn MoreAbout reform
Reform is a forms app providing clean-looking, on-brand forms. No code required.
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