Connect record and PieMatrix Pie to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between record and PieMatrix Pie?

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

Can we customize how data from record is recorded in PieMatrix Pie?

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

How often does the data sync between record and PieMatrix Pie?

The data sync between record and PieMatrix Pie 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 PieMatrix Pie?

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 PieMatrix Pie?

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

About PieMatrix Pie

Pie is a visual process and project management web application that combines agile with waterfall and made for repeatable project processes. Pie is designed for improving end-project results with team collaboration.

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