Connect eds and iris crm to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between eds and iris crm?

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

Can we customize how data from eds is recorded in iris crm?

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

How often does the data sync between eds and iris crm?

The data sync between eds and iris crm 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 eds to iris crm?

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 eds and iris crm?

Yes, you can set conditional logic to control the flow of data between eds and iris crm. 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.

eds

About eds

EDS is the quickest, easiest HVAC block load calculator and home performance auditor on the planet!

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iris crm

About iris crm

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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