Connect pepadocs and salesgear to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your pepadocs and salesgear accounts to viaSocket. Once connected, you can set up a workflow where an event in pepadocs triggers actions in salesgear (or vice versa).
Absolutely. You can customize how pepadocs data is recorded in salesgear. This includes choosing which data fields go into which fields of salesgear, setting up custom formats, and filtering out unwanted information.
The data sync between pepadocs and salesgear 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 pepadocs and salesgear. 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 pepadocs
PepaDocs is a tool used to create intervention reports. A team can use PepaDocs on various missions to edit, create, manage or classify any type of report based on available or custom templates, directly on a smartphone, computer or a tablet.
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About salesgear
Salesgear helps sales teams send emails, make calls, and connect via LinkedIn using a single platform.
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