Connect offri and upilot to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between offri and upilot?

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

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

Absolutely. You can customize how offri 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 offri and upilot?

The data sync between offri 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 offri 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 offri and upilot?

Yes, you can set conditional logic to control the flow of data between offri 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.

offri

About offri

Offri enables you to create great looking proposals quickly.

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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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