Connect customerly and workona to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your customerly and workona accounts to viaSocket. Once connected, you can set up a workflow where an event in customerly triggers actions in workona (or vice versa).
Absolutely. You can customize how customerly data is recorded in workona. This includes choosing which data fields go into which fields of workona, setting up custom formats, and filtering out unwanted information.
The data sync between customerly and workona 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 customerly and workona. 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 customerly
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.
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About workona
Workona is the unified workspace for work in the cloud, helping teams organize all of their work in one place.
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