Connect Privyr and Viewpoint VISUM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
- Request a new Action for Viewpoint VISUM
Enable Integrations or automations with these events of Privyr and Viewpoint VISUM
Enable Integrations or automations with these events of Privyr and Viewpoint VISUM
Actions
Create Client
Creates a new client
Know More About Privyr and Viewpoint Visum Integrations
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Frequently Asked Questions
To start, connect both your Privyr and Viewpoint VISUM accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Viewpoint VISUM (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Viewpoint VISUM. This includes choosing which data fields go into which fields of Viewpoint VISUM, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Viewpoint VISUM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Privyr and Viewpoint VISUM. 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.
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.
Learn MoreAbout Viewpoint VISUM
ViewPoint VISUM is a great tool for Visual Portfolio Project Management. VISUM helps to deliver projects on time, in less time by streamlining execution. It simplifies managing projects by improving communication, collaboration and decision making.
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