Connect salesboard and getaccept to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between salesboard and getaccept?

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

Can we customize how data from salesboard is recorded in getaccept?

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

How often does the data sync between salesboard and getaccept?

The data sync between salesboard and getaccept 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 salesboard to getaccept?

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 salesboard and getaccept?

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

salesboard

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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getaccept

About getaccept

GetAccept is a cloud solution where you design, send, track and promote your proposals to win and get more deals signed digitally.

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