Connect crexendo and Roar Software to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your crexendo and Roar Software accounts to viaSocket. Once connected, you can set up a workflow where an event in crexendo triggers actions in Roar Software (or vice versa).
Absolutely. You can customize how crexendo data is recorded in Roar Software. This includes choosing which data fields go into which fields of Roar Software, setting up custom formats, and filtering out unwanted information.
The data sync between crexendo and Roar Software 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 crexendo and Roar Software. 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 crexendo
Crexendo is a full-service cloud solutions provider that delivers critical voice and data technology infrastructure services to Start-up, SMB and Enterprise markets.
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About Roar Software
ROAR is the Advice Marketplace - Connecting technology to better deliver financial advice
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