Connect Fatoora and Samvad to Build Intelligent Automations
Enable Integrations or automations with these events of Fatoora and Samvad
Enable Integrations or automations with these events of Fatoora and Samvad
Actions
Create Client
Creates a new client in Fatoora.
Delete Client
Permanently remove a client from Fatoora using their client ID.
Update Client
Updates an existing client's details in Fatoora.
Create Lead
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.
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Frequently Asked Questions
To start, connect both your Fatoora and Samvad accounts to viaSocket. Once connected, you can set up a workflow where an event in Fatoora triggers actions in Samvad (or vice versa).
Absolutely. You can customize how Fatoora data is recorded in Samvad. This includes choosing which data fields go into which fields of Samvad, setting up custom formats, and filtering out unwanted information.
The data sync between Fatoora and Samvad 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 Fatoora and Samvad. 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 Fatoora
Fatoora is a comprehensive invoicing and billing platform designed to simplify financial management for businesses. It offers features for creating, sending, and tracking invoices, ensuring efficient payment processing and financial reporting.
Learn MoreAbout Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
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