Connect Email and auditcase to Build Intelligent Automations

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auditcase

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Frequently Asked Questions

How do I start an integration between Email and auditcase?

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

Can we customize how data from Email is recorded in auditcase?

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

How often does the data sync between Email and auditcase?

The data sync between Email and auditcase 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 Email to auditcase?

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 Email and auditcase?

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

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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auditcase

About auditcase

Dé CRM en DMS oplossing voor accountants.

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