Connect Plecto and upilot to Build Intelligent Automations

Choose a Trigger

Plecto

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Plecto and upilot

Enable Integrations or automations with these events of Plecto and upilot

Actions

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

Request a new Action for Plecto

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Frequently Asked Questions

How do I start an integration between Plecto and upilot?

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

Can we customize how data from Plecto is recorded in upilot?

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

How often does the data sync between Plecto and upilot?

The data sync between Plecto and upilot 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 Plecto to upilot?

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 Plecto and upilot?

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

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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