Connect cxera and upnify to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between cxera and upnify?

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

Can we customize how data from cxera is recorded in upnify?

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

How often does the data sync between cxera and upnify?

The data sync between cxera and upnify 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 cxera to upnify?

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 cxera and upnify?

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

cxera

About cxera

CXera enables “one-click” creation of microsites that help you collaborate, track, take action and continuously improve customer success.

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upnify

About upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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