Connect formaloo and Yoobi Software to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your formaloo and Yoobi Software accounts to viaSocket. Once connected, you can set up a workflow where an event in formaloo triggers actions in Yoobi Software (or vice versa).
Absolutely. You can customize how formaloo data is recorded in Yoobi Software. This includes choosing which data fields go into which fields of Yoobi Software, setting up custom formats, and filtering out unwanted information.
The data sync between formaloo and Yoobi Software 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 formaloo and Yoobi Software. 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 formaloo
Formaloo is a Customer Analytics & Customer Data Platform that translates your data into clear actions.
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About Yoobi Software
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.
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