Connect Domo and upilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
New Task
New Project
Choose an Action
Automatically do this!
- Request a new Action for upilot
Enable Integrations or automations with these events of Domo and upilot
Enable Integrations or automations with these events of Domo and upilot
Triggers
New Card
Triggers When new Card is Created .
New Task
Triggers when new Task is Created.
New Project
Triggers when new Project is Created.
Actions
Create List
Creates a List.
Update List
Updates an Existing List.
Create Group
Creates a Group.
Create Project
Creates a Project.
Update Project
Updates an Existing Project.
Delete Project
Deletes a Project by its ID.
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Frequently Asked Questions
To start, connect both your Domo and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in upilot (or vice versa).
Absolutely. You can customize how Domo data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.
The data sync between Domo and upilot 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 Domo and upilot. 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
Learn MoreAbout upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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