Connect Memory and upilot to Build Intelligent Automations

Choose a Trigger

Memory

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Memory and upilot

Enable Integrations or automations with these events of Memory and upilot

Actions

Create or Update Record

Create or Update Record

Add a new record to Memory or update an existing one.

Find record

Find record

Find items by ID or matching fields.

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

Create a new entry or update an existing entry in your Memory vault.

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Frequently Asked Questions

How do I start an integration between Memory and upilot?

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

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

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

How often does the data sync between Memory and upilot?

The data sync between Memory and upilot 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 upilot?

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 upilot?

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

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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