Connect Formitize and encircle to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Formitize and encircle?

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

Can we customize how data from Formitize is recorded in encircle?

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

How often does the data sync between Formitize and encircle?

The data sync between Formitize and encircle 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 Formitize to encircle?

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 Formitize and encircle?

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

Formitize

About Formitize

Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.

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encircle

About encircle

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.

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