Connect convo and Birdview PSA to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your convo and Birdview PSA accounts to viaSocket. Once connected, you can set up a workflow where an event in convo triggers actions in Birdview PSA (or vice versa).
Absolutely. You can customize how convo data is recorded in Birdview PSA. This includes choosing which data fields go into which fields of Birdview PSA, setting up custom formats, and filtering out unwanted information.
The data sync between convo and Birdview PSA 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 convo and Birdview PSA. 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 convo
Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.
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About Birdview PSA
Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.
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