Connect repcard and magentrix to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between repcard and magentrix?

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

Can we customize how data from repcard is recorded in magentrix?

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

How often does the data sync between repcard and magentrix?

The data sync between repcard and magentrix 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 repcard to magentrix?

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 repcard and magentrix?

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

repcard

About repcard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

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magentrix

About magentrix

Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.

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