Integrations Privyr Run My Accounts
Privyr + Run My Accounts

Connect Privyr and Run My Accounts to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

Run My Accounts

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Enable Integrations or automations with these events of Privyr and Run My Accounts

Enable Integrations or automations with these events of Privyr and Run My Accounts

Actions

Create Client

Create Client

Creates a new client

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Frequently Asked Questions

How do I start an integration between Privyr and Run My Accounts?

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

Can we customize how data from Privyr is recorded in Run My Accounts?

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

How often does the data sync between Privyr and Run My Accounts?

The data sync between Privyr and Run My Accounts 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 Run My Accounts?

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 Run My Accounts?

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

About Run My Accounts

Bookkeeping service for Swiss SME. Scan your documents and you are done.

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