Connect salesboard and formium to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your salesboard and formium accounts to viaSocket. Once connected, you can set up a workflow where an event in salesboard triggers actions in formium (or vice versa).
Absolutely. You can customize how salesboard data is recorded in formium. This includes choosing which data fields go into which fields of formium, setting up custom formats, and filtering out unwanted information.
The data sync between salesboard and formium typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between salesboard and formium. 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.
About salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
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About formium
Formik is an all-in-one workflow for building forms your users will actually love.
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