Connect Runo CRM and TemplateDocs to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Runo CRM and TemplateDocs?

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

Can we customize how data from Runo CRM is recorded in TemplateDocs?

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

How often does the data sync between Runo CRM and TemplateDocs?

The data sync between Runo CRM and TemplateDocs 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 Runo CRM to TemplateDocs?

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 Runo CRM and TemplateDocs?

Yes, you can set conditional logic to control the flow of data between Runo CRM and TemplateDocs. 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.

Runo CRM

About Runo CRM

Runo CRM is a calling and sales focused mobile CRM.

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TemplateDocs

About TemplateDocs

TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.

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