Connect idenfy and SAM.ai to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between idenfy and SAM.ai?

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

Can we customize how data from idenfy is recorded in SAM.ai?

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

How often does the data sync between idenfy and SAM.ai?

The data sync between idenfy and SAM.ai 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 idenfy to SAM.ai?

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 idenfy and SAM.ai?

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

idenfy

About idenfy

iDenfy helps you automate identity verification enforced with manual oversight. Defeat fraud while processing customers' data quickly and securely.

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SAM.ai

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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