Connect investnext and upcall to Build Intelligent Automations

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before making it accessible to end users.
This process may take 15 to 30 days.

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Frequently Asked Questions

How do I start an integration between investnext and upcall?

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

Can we customize how data from investnext is recorded in upcall?

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

How often does the data sync between investnext and upcall?

The data sync between investnext and upcall 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 investnext to upcall?

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 investnext and upcall?

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

investnext

About investnext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

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upcall

About upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

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