Connect neos and clicfans to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between neos and clicfans?

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

Can we customize how data from neos is recorded in clicfans?

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

How often does the data sync between neos and clicfans?

The data sync between neos and clicfans 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 neos to clicfans?

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 neos and clicfans?

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

neos

About neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

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clicfans

About clicfans

Clicfans brinda un servicio de automatización (CRM) y además te permite crear páginas.

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