Connect record and Eworks Manager to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between record and Eworks Manager?

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

Can we customize how data from record is recorded in Eworks Manager?

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

How often does the data sync between record and Eworks Manager?

The data sync between record and Eworks Manager 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 Eworks Manager?

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 Eworks Manager?

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

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

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