Connect Privyr and documentero to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Privyr and documentero?

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

Can we customize how data from Privyr is recorded in documentero?

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

How often does the data sync between Privyr and documentero?

The data sync between Privyr and documentero 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 Privyr to documentero?

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 Privyr and documentero?

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

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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documentero

About documentero

Documentero is a cloud service that can generate simple and advanced Word or PDF documents based on .docx templates.

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