Integrations ITM Platform Medallia Agent Connect
ITM Platform + Medallia Agent Connect

Connect ITM Platform and Medallia Agent Connect to Build Intelligent Automations

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ITM Platform

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Medallia Agent Connect

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Enable Integrations or automations with these events of ITM Platform and Medallia Agent Connect

Enable Integrations or automations with these events of ITM Platform and Medallia Agent Connect

Actions

Create Task

Create Task

Create a task in a project with name, details, type, priority, status, start date and end date

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Frequently Asked Questions

How do I start an integration between ITM Platform and Medallia Agent Connect?

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

Can we customize how data from ITM Platform is recorded in Medallia Agent Connect?

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

How often does the data sync between ITM Platform and Medallia Agent Connect?

The data sync between ITM Platform and Medallia Agent Connect 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 ITM Platform to Medallia Agent Connect?

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 ITM Platform and Medallia Agent Connect?

Yes, you can set conditional logic to control the flow of data between ITM Platform and Medallia Agent Connect. 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.

ITM Platform

About ITM Platform

ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.

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Medallia Agent Connect

About Medallia Agent Connect

Medallia Agent Connect is a software platform built to empower customer service agents, make them happier in their jobs, and help with their career development.

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