Integrationsezzycrmalgodocs
ezzycrm + algodocs

Connect ezzycrm and algodocs to Build Intelligent Automations

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algodocs

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Frequently Asked Questions

How do I start an integration between ezzycrm and algodocs?

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

Can we customize how data from ezzycrm is recorded in algodocs?

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

How often does the data sync between ezzycrm and algodocs?

The data sync between ezzycrm and algodocs 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 ezzycrm to algodocs?

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 ezzycrm and algodocs?

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

ezzycrm

About ezzycrm

EzzyCRM is a Customer Relationship Management software that helps companies to manage sales team, assign task and followup, track pipeline, and visualize deal stages for better ROI.

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algodocs

About algodocs

AlgoDocs extracts data from PDF, Word and image files by converting them into structured data in a format you need. With AlgoDocs you can extract specific fields (e.g. Account Number, Date, Order Number, etc.) or data from tables of any complexity from your documents.

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