Integrationsokaysendsmartnotation
okaysend + smartnotation

Connect okaysend and smartnotation to Build Intelligent Automations

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okaysend

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smartnotation

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Frequently Asked Questions

How do I start an integration between okaysend and smartnotation?

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

Can we customize how data from okaysend is recorded in smartnotation?

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

How often does the data sync between okaysend and smartnotation?

The data sync between okaysend and smartnotation 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 okaysend to smartnotation?

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 okaysend and smartnotation?

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

okaysend

About okaysend

OkaySend simplifies the process of collecting documents and files from clients.

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smartnotation

About smartnotation

Smartnotation is an easy to use, voice enabled meeting minutes solution.

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