Connect overloop and Cognitive Invoice to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your overloop and Cognitive Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in overloop triggers actions in Cognitive Invoice (or vice versa).
Absolutely. You can customize how overloop data is recorded in Cognitive Invoice. This includes choosing which data fields go into which fields of Cognitive Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between overloop and Cognitive Invoice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between overloop and Cognitive Invoice. 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.
About overloop
Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
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About Cognitive Invoice
Cognitive Invoice is a platform built on deep learning which automates invoice processing workflows. Automate invoice data extraction, build your workflows to ingest, capture, validate and post invoices to system of your choice – no coding required.
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