Connect privio and jaldi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between privio and jaldi?

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

Can we customize how data from privio is recorded in jaldi?

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

How often does the data sync between privio and jaldi?

The data sync between privio and jaldi 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 privio to jaldi?

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 privio and jaldi?

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

privio

About privio

Privio is a team collaboration tool to organize projects and keep projects on track.

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jaldi

About jaldi

Jaldi allows you to respond to leads faster, never miss follow ups, and view your teams’ activity live.

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