Connect pex and outfield to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between pex and outfield?

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

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

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

How often does the data sync between pex and outfield?

The data sync between pex and outfield 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 outfield?

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 outfield?

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

About outfield

Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices

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