Connect ownest and SAM.ai to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ownest and SAM.ai?

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

Can we customize how data from ownest is recorded in SAM.ai?

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

How often does the data sync between ownest and SAM.ai?

The data sync between ownest and SAM.ai 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 ownest to SAM.ai?

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 ownest and SAM.ai?

Yes, you can set conditional logic to control the flow of data between ownest and SAM.ai. 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.

ownest

About ownest

Ownest is a cloud-based, financing approval engine for borrowers to a B2B SaaS model to help developers, homebuilders and real estate professionals sell more homes, faster.

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SAM.ai

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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