Integrations Eledo customertrax handle
Eledo + customertrax handle

Connect Eledo and customertrax handle to Build Intelligent Automations

Choose a Trigger

Eledo

When this happens...

Choose an Action

customertrax handle

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Enable Integrations or automations with these events of Eledo and customertrax handle

Enable Integrations or automations with these events of Eledo and customertrax handle

Actions

Generate Document

Generate Document

Create a PDF from a selected Eledo template using provided JSON data and return a download link. Optionally mark the file as temporary for one-time download.

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Frequently Asked Questions

How do I start an integration between Eledo and customertrax handle?

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

Can we customize how data from Eledo is recorded in customertrax handle?

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

How often does the data sync between Eledo and customertrax handle?

The data sync between Eledo and customertrax handle 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 Eledo to customertrax handle?

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 Eledo and customertrax handle?

Yes, you can set conditional logic to control the flow of data between Eledo and customertrax handle. 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.

Eledo

About Eledo

Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.

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customertrax handle

About customertrax handle

Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes

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