Connect Privyr and Wally to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

Wally

Automatically do this!

Enable Integrations or automations with these events of Privyr and Wally

Enable Integrations or automations with these events of Privyr and Wally

Actions

Create Client

Create Client

Creates a new client

Request a new Action for Privyr

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Frequently Asked Questions

How do I start an integration between Privyr and Wally?

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

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

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

How often does the data sync between Privyr and Wally?

The data sync between Privyr and Wally 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 Wally?

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 Wally?

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

About Wally

Wally is a comprehensive personal finance management platform that helps users track their expenses, set budgets, and achieve their financial goals. With intuitive tools and insights, Wally empowers individuals to take control of their financial well-being.

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