Connect Privyr and upflow to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

upflow

Automatically do this!

Enable Integrations or automations with these events of Privyr and upflow

Enable Integrations or automations with these events of Privyr and upflow

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 upflow?

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

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

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

How often does the data sync between Privyr and upflow?

The data sync between Privyr and upflow 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 upflow?

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 upflow?

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

About upflow

Manage your invoices, from creation to payment, to collect 100% of your turnover.

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