Connect essensys and case status to Build Intelligent Automations
Integrate essensys with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your essensys and case status accounts to viaSocket. Once connected, you can set up a workflow where an event in essensys triggers actions in case status (or vice versa).
Absolutely. You can customize how essensys data is recorded in case status. This includes choosing which data fields go into which fields of case status, setting up custom formats, and filtering out unwanted information.
The data sync between essensys and case status 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 essensys and case status. 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 essensys
essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.
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About case status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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