Connect rally and trustfinance to Build Intelligent Automations

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trustfinance

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Frequently Asked Questions

How do I start an integration between rally and trustfinance?

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

Can we customize how data from rally is recorded in trustfinance?

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

How often does the data sync between rally and trustfinance?

The data sync between rally and trustfinance 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 rally to trustfinance?

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 rally and trustfinance?

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

rally

About rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

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trustfinance

About trustfinance

TrustFinance encourages financial companies to be more reliable and provide for the best interests of their customers.

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