Connect playbook and Saasant Transactions to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your playbook and Saasant Transactions accounts to viaSocket. Once connected, you can set up a workflow where an event in playbook triggers actions in Saasant Transactions (or vice versa).
Absolutely. You can customize how playbook data is recorded in Saasant Transactions. This includes choosing which data fields go into which fields of Saasant Transactions, setting up custom formats, and filtering out unwanted information.
The data sync between playbook and Saasant Transactions 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 playbook and Saasant Transactions. 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 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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About Saasant Transactions
SaasAnt Transactions helps you to automate the imports of invoices, bills, sales, estimates, journals and payments to your accounting platforms.
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