Connect kobana and SAM.ai to Build Intelligent Automations

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how kobana 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 kobana and SAM.ai?

The data sync between kobana 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 kobana 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 kobana and SAM.ai?

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

kobana

About kobana

Kobana connects your company's or your users' internal systems through a unique API interface that automates billing, updates statements, makes payments at more than 30 Brazilian banks in a scalable and secure way.

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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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