Connect preapp and handy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between preapp and handy?

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

Can we customize how data from preapp is recorded in handy?

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

How often does the data sync between preapp and handy?

The data sync between preapp and handy 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 preapp to handy?

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 preapp and handy?

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

preapp

About preapp

PreApp1003.com provides Broker Plus, an innovative Loan Origination System (LOS) & CRM revolutionizing mortgage processes.

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handy

About handy

A Sales Force Automation app to capture sales orders, surveys and new leads.

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