Connect pima and clevero to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between pima and clevero?

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

Can we customize how data from pima is recorded in clevero?

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

How often does the data sync between pima and clevero?

The data sync between pima and clevero 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 pima to clevero?

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 pima and clevero?

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

pima

About pima

Pima helps businesses ingest incoming requests for security documents, sign NDAs with prospects, and share watermarked reports on demand.

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clevero

About clevero

Clevero is a CRM that runs your daily operations in a simple to use platform. Capture data and automate process around for your Sales, Projects, Support, Timesheets, Invoicing and much much more.

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