Integrationsquotecloudauditcase
quotecloud + auditcase

Connect quotecloud and auditcase to Build Intelligent Automations

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quotecloud

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auditcase

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Frequently Asked Questions

How do I start an integration between quotecloud and auditcase?

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

Can we customize how data from quotecloud is recorded in auditcase?

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

How often does the data sync between quotecloud and auditcase?

The data sync between quotecloud and auditcase 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 quotecloud to auditcase?

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 quotecloud and auditcase?

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

quotecloud

About quotecloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

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auditcase

About auditcase

Dé CRM en DMS oplossing voor accountants.

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