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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Quipu integrations.
Create Contact
Creates a contact.
Create an Income Invoice
creates an income invoice
Create an Income Ticket
creates an income ticket
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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Frequently Asked Questions
To start, connect both your Quipu and Insighto.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Quipu triggers actions in Insighto.ai (or vice versa).
Absolutely. You can customize how Quipu data is recorded in Insighto.ai. This includes choosing which data fields go into which fields of Insighto.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Quipu and Insighto.ai 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 Quipu and Insighto.ai. 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 Quipu
Quipu is a comprehensive financial management platform designed to streamline accounting, invoicing, and expense tracking for small to medium-sized businesses. It offers a user-friendly interface and robust features to help businesses manage their finances efficiently.
Learn MoreAbout Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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