Connect record and InvGate Service Desk to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your record and InvGate Service Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in record triggers actions in InvGate Service Desk (or vice versa).
Absolutely. You can customize how record data is recorded in InvGate Service Desk. This includes choosing which data fields go into which fields of InvGate Service Desk, setting up custom formats, and filtering out unwanted information.
The data sync between record and InvGate Service Desk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between record and InvGate Service Desk. 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.
About record
Record streamlines B2B SaaS support by automating issue resolution, investigation, and collaboration through a singular source of truth.
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About InvGate Service Desk
InvGate Service Desk is a ticketing solution with ITIL-ready functionalities to organize work based on priority, SLA & urgency, create automated workflows, integrate with CMDB and more.
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