Connect custify and pima to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between custify and pima?

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

Can we customize how data from custify is recorded in pima?

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

How often does the data sync between custify and pima?

The data sync between custify and pima 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 custify to pima?

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 custify and pima?

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

custify

About custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

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pima

About pima

Pima helps businesses ingest incoming requests for security documents, sign NDAs with prospects, and share watermarked reports on demand.

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