Integrations Privyr Expiration Reminder
Privyr + Expiration Reminder

Connect Privyr and Expiration Reminder to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

Expiration Reminder

Automatically do this!

Enable Integrations or automations with these events of Privyr and Expiration Reminder

Enable Integrations or automations with these events of Privyr and Expiration Reminder

Actions

Create Client

Create Client

Creates a new client

Create Contact

Create Contact

Adds a new contact to your account.

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Frequently Asked Questions

How do I start an integration between Privyr and Expiration Reminder?

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

Can we customize how data from Privyr is recorded in Expiration Reminder?

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

How often does the data sync between Privyr and Expiration Reminder?

The data sync between Privyr and Expiration Reminder 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 Expiration Reminder?

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 Expiration Reminder?

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

About Expiration Reminder

Automatically track and manage expiration dates for various items such as contracts, licenses, insurances, and more to ensure timely renewals and compliance.

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