Connect revio and Fresh Proposals to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for revio
Choose an Action
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- Request a new Action for Fresh Proposals
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Frequently Asked Questions
To start, connect both your revio and Fresh Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in revio triggers actions in Fresh Proposals (or vice versa).
Absolutely. You can customize how revio data is recorded in Fresh Proposals. This includes choosing which data fields go into which fields of Fresh Proposals, setting up custom formats, and filtering out unwanted information.
The data sync between revio and Fresh Proposals 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 revio and Fresh Proposals. 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 revio
Rev.io is an IoT billing platform with the tools needed to accurately manage billing from quote-to-cash. Save time by leveraging existing integrations with your applications and processes, so you can focus on long-term growth.
Learn MoreAbout Fresh Proposals
FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal
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