Connect filter and upilot to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between filter and upilot?

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

Can we customize how data from filter is recorded in upilot?

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

How often does the data sync between filter and upilot?

The data sync between filter and upilot 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 filter to upilot?

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 filter and upilot?

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

filter

About filter

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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