Connect record and CraftDraft to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between record and CraftDraft?

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

Can we customize how data from record is recorded in CraftDraft?

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

How often does the data sync between record and CraftDraft?

The data sync between record and CraftDraft 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 record to CraftDraft?

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 record and CraftDraft?

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

record

About record

Record streamlines B2B SaaS support by automating issue resolution, investigation, and collaboration through a singular source of truth.

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CraftDraft

About CraftDraft

Craft Draft is an AI tool that helps you create a chat bot for your website, call center, customer support, and more.

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