Connect nibo and upsales to Build Intelligent Automations

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upsales

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Frequently Asked Questions

How do I start an integration between nibo and upsales?

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

Can we customize how data from nibo is recorded in upsales?

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

How often does the data sync between nibo and upsales?

The data sync between nibo and upsales 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 nibo to upsales?

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 nibo and upsales?

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

nibo

About nibo

Nibo is a simple but powerful financial management app for SMEs. Among other things, it allows the integration of accounting file.

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upsales

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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