Connect record and trackfront to Build Intelligent Automations

Choose a Trigger

record

When this happens...

Choose an Action

trackfront

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between record and trackfront?

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

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

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

How often does the data sync between record and trackfront?

The data sync between record and trackfront 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 trackfront?

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 trackfront?

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

Learn More
trackfront

About trackfront

The All-In-One Solution For Project Collaboration, Easy Quotes, Estimates and Custom Proposals. Keeping Clients Happy and Coming Back, Reducing Emails and Simplifying Communication.

Learn More