Connect persio and Urable to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for persio
Choose an Action
Automatically do this!
Search Customer
List All Items
Create Customer
Update Customer
Enable Integrations or automations with these events of persio and Urable
Enable Integrations or automations with these events of persio and Urable
Triggers
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
Actions
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
Update Customer
Updates an existing customer
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your persio and Urable accounts to viaSocket. Once connected, you can set up a workflow where an event in persio triggers actions in Urable (or vice versa).
Absolutely. You can customize how persio data is recorded in Urable. This includes choosing which data fields go into which fields of Urable, setting up custom formats, and filtering out unwanted information.
The data sync between persio and Urable 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 persio and Urable. 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 persio
Persio exists to help businesses unify and mesh all their customer data in a single source of truth platform and auto-qualify their leads.
Learn MoreAbout Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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