Enable Integrations or automations with these events of Holded and Otter.ai
Trigger when a new contact created.
Create a new contact.
Get all your contact by phone number.
Update a specific contact.
Create a new product.
Get all your products.
Create a new payment.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Holded and Otter.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Otter.ai (or vice versa).
Absolutely. You can customize how Holded data is recorded in Otter.ai. This includes choosing which data fields go into which fields of Otter.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and Otter.ai 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 Holded and Otter.ai. 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.
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