Connect playbook and kape to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between playbook and kape?

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

Can we customize how data from playbook is recorded in kape?

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

How often does the data sync between playbook and kape?

The data sync between playbook and kape 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 playbook to kape?

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 playbook and kape?

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

playbook

About playbook

Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.

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kape

About kape

Kape is a Sales Conversion App that helps Sales Representatives to follow-up leads and convert them into clients quickly with responsive actions, to increase conversion rate, and improve profits.

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