Integrations rossum Clearpoint Strategy
rossum + Clearpoint Strategy

Connect rossum and Clearpoint Strategy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between rossum and Clearpoint Strategy?

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

Can we customize how data from rossum is recorded in Clearpoint Strategy?

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

How often does the data sync between rossum and Clearpoint Strategy?

The data sync between rossum and Clearpoint Strategy 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 rossum to Clearpoint Strategy?

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 rossum and Clearpoint Strategy?

Yes, you can set conditional logic to control the flow of data between rossum and Clearpoint Strategy. 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.

rossum

About rossum

Rossum is cloud-based app that uses artificial intelligence to replicate the human approach to data extraction from business documents.

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Clearpoint Strategy

About Clearpoint Strategy

Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.

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