Connect roi4presenter and daylite to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between roi4presenter and daylite?

To start, connect both your roi4presenter and daylite accounts to viaSocket. Once connected, you can set up a workflow where an event in roi4presenter triggers actions in daylite (or vice versa).

Can we customize how data from roi4presenter is recorded in daylite?

Absolutely. You can customize how roi4presenter data is recorded in daylite. This includes choosing which data fields go into which fields of daylite, setting up custom formats, and filtering out unwanted information.

How often does the data sync between roi4presenter and daylite?

The data sync between roi4presenter and daylite 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 roi4presenter to daylite?

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 roi4presenter and daylite?

Yes, you can set conditional logic to control the flow of data between roi4presenter and daylite. 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.

roi4presenter

About roi4presenter

ROI4Presenter is a Web service and mobile application for online presentations and product demo, lead generation and outreach.

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daylite

About daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

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