Connect rollworks and Carbone.io to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between rollworks and Carbone.io?

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

Can we customize how data from rollworks is recorded in Carbone.io?

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

How often does the data sync between rollworks and Carbone.io?

The data sync between rollworks and Carbone.io 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 rollworks to Carbone.io?

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 rollworks and Carbone.io?

Yes, you can set conditional logic to control the flow of data between rollworks and Carbone.io. 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.

rollworks

About rollworks

RollWorks combines lead generation with marketing and sales automation. They work with B2B companies to help them acquire new clients.

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Carbone.io

About Carbone.io

Generate customized documents, such as reports, invoices, contracts and more. Finally convert to many formats: PDF, DOCX, XLSX, CSV, PPTX and more.

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