IntegrationsCrystal BallDataScope
Crystal Ball + DataScope

Connect Crystal Ball and DataScope to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

DataScope

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and DataScope

Enable Integrations or automations with these events of Crystal Ball and DataScope

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Assign  New Task

Assign New Task

Create a new tasks assigned to specific form and user.

Modify Form Answer

Modify Form Answer

Create or change a new answer

Request a new Action for Crystal Ball

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Frequently Asked Questions

How do I start an integration between Crystal Ball and DataScope?

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

Can we customize how data from Crystal Ball is recorded in DataScope?

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

How often does the data sync between Crystal Ball and DataScope?

The data sync between Crystal Ball and DataScope 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 Crystal Ball to DataScope?

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 Crystal Ball and DataScope?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and DataScope. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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DataScope

About DataScope

DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.

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