IntegrationsMemoryprecisely
Memory + precisely

Connect Memory and precisely to Build Intelligent Automations

Choose a Trigger

Memory

When this happens...

Choose an Action

precisely

Automatically do this!

Enable Integrations or automations with these events of Memory and precisely

Enable Integrations or automations with these events of Memory and precisely

Actions

Add new record

Add new record

Store new data seamlessly within your workflow using the Create action. Whether you're saving configurations, flags, or other crucial information, this action securely adds data to your MongoDB-based storage, ready for use in your automation flow.

Find record

Find record

Effortlessly access stored data with the Read action. Retrieve any saved information at any point in your flow to support decision-making and trigger subsequent actions based on the retrieved data.

Update a record

Update a record

Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.

Update record using filter

Update record using filter

Refine and update multiple records at once with the Update by Filter action. Use filters to target specific criteria, making bulk updates to all matching entries within your storage, enhancing efficiency and control in your workflow.

Delete record by Id

Delete record by Id

Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.

Create or update record

Create or update record

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Frequently Asked Questions

How do I start an integration between Memory and precisely?

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

Can we customize how data from Memory is recorded in precisely?

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

How often does the data sync between Memory and precisely?

The data sync between Memory and precisely 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 Memory to precisely?

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 Memory and precisely?

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

Memory

About Memory

A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.

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precisely

About precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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