Connect revnue and copilot AI to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between revnue and copilot AI?

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

Can we customize how data from revnue is recorded in copilot AI?

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

How often does the data sync between revnue and copilot AI?

The data sync between revnue and copilot AI 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 revnue to copilot AI?

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 revnue and copilot AI?

Yes, you can set conditional logic to control the flow of data between revnue and copilot AI. 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.

revnue

About revnue

Revnue is a digital contract management platform that provides insights across all your contracts, suppliers, customers, assets, and services.

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copilot AI

About copilot AI

CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.

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