Connect Geckoboard and upilot to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Geckoboard and upilot?

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

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

Absolutely. You can customize how Geckoboard 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 Geckoboard and upilot?

The data sync between Geckoboard 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 Geckoboard 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 Geckoboard and upilot?

Yes, you can set conditional logic to control the flow of data between Geckoboard 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.

Geckoboard

About Geckoboard

Geckoboard is a data visualization tool that helps teams focus on key metrics by providing real-time dashboards to monitor business performance. It allows users to connect to a variety of data sources and create custom dashboards to display their most important data visually.

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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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