Connect Didit and salesoptima to Build Intelligent Automations

Choose a Trigger

Didit

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Didit and salesoptima

Enable Integrations or automations with these events of Didit and salesoptima

Actions

Create Verification Session

Create Verification Session

Create a verification session to verify a person or document and receive a completion callback.

Retrieve Verification Session

Retrieve Verification Session

Get verification decision for a session

Request a new Action for Didit

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Frequently Asked Questions

How do I start an integration between Didit and salesoptima?

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

Can we customize how data from Didit is recorded in salesoptima?

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

How often does the data sync between Didit and salesoptima?

The data sync between Didit and salesoptima 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 Didit to salesoptima?

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 Didit and salesoptima?

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

Didit

About Didit

Didit is a comprehensive platform designed to enhance productivity and streamline task management. It offers tools for organizing tasks, setting priorities, and tracking progress, making it ideal for individuals and teams looking to boost efficiency.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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