Connect onboard and convi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between onboard and convi?

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

Can we customize how data from onboard is recorded in convi?

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

How often does the data sync between onboard and convi?

The data sync between onboard and convi 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 onboard to convi?

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 onboard and convi?

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

onboard

About onboard

onboard is a smart software that supports you in your search for employees and managing them afterwards.

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convi

About convi

Convi is an AI-driven video prospecting tool, personalizing outreach to boost call bookings, simplifying your lead engagement process.

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