Integrations reachdesk ZipForm Plus
reachdesk + ZipForm Plus

Connect reachdesk and ZipForm Plus to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between reachdesk and ZipForm Plus?

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

Can we customize how data from reachdesk is recorded in ZipForm Plus?

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

How often does the data sync between reachdesk and ZipForm Plus?

The data sync between reachdesk and ZipForm Plus 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 reachdesk to ZipForm Plus?

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 reachdesk and ZipForm Plus?

Yes, you can set conditional logic to control the flow of data between reachdesk and ZipForm Plus. 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.

reachdesk

About reachdesk

Reachdesk automates personalized direct mail and e-gifting.

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ZipForm Plus

About ZipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.

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