Connect Needle and surefire to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Needle and surefire?

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

Can we customize how data from Needle is recorded in surefire?

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

How often does the data sync between Needle and surefire?

The data sync between Needle and surefire 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 Needle to surefire?

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 Needle and surefire?

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

Needle

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

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surefire

About surefire

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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