Connect easydoc and classy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between easydoc and classy?

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

Can we customize how data from easydoc is recorded in classy?

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

How often does the data sync between easydoc and classy?

The data sync between easydoc and classy 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 easydoc to classy?

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 easydoc and classy?

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

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classy

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Classy allows users to create automations based on fundraising data

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