Connect pex and Circle to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between pex and Circle?

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

Can we customize how data from pex is recorded in Circle?

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

How often does the data sync between pex and Circle?

The data sync between pex and Circle 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 pex to Circle?

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 pex and Circle?

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

pex

About pex

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

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Circle

About Circle

Circle is a community platform designed to bring together your audience, foster engagement, and build meaningful connections. It offers tools for creating and managing online communities, including discussion forums, member directories, and event management.

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