Connect recatch and ifactfind to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between recatch and ifactfind?

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

Can we customize how data from recatch is recorded in ifactfind?

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

How often does the data sync between recatch and ifactfind?

The data sync between recatch and ifactfind 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 recatch to ifactfind?

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 recatch and ifactfind?

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

recatch

About recatch

Re:catch is a sales funnel automation software that allows revenue teams to book instant meetings with customers in their demo page.

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ifactfind

About ifactfind

iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.

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