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Frequently Asked Questions

How do I start an integration between precisely and opal?

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

Can we customize how data from precisely is recorded in opal?

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

How often does the data sync between precisely and opal?

The data sync between precisely and opal 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 precisely to opal?

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 precisely and opal?

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

precisely

About precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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opal

About opal

Opal is a platform for marketing and communications teams to plan and visualize their work.

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