Connect salesboard and goformz to Build Intelligent Automations
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- Request a new Trigger for salesboard
Choose an Action
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- Request a new Action for goformz
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Frequently Asked Questions
To start, connect both your salesboard and goformz accounts to viaSocket. Once connected, you can set up a workflow where an event in salesboard triggers actions in goformz (or vice versa).
Absolutely. You can customize how salesboard data is recorded in goformz. This includes choosing which data fields go into which fields of goformz, setting up custom formats, and filtering out unwanted information.
The data sync between salesboard and goformz 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 goformz. 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.
Learn MoreAbout goformz
GoFormz gives you a complete mobile forms solution that lets you capture data electronically with mobile forms that look exactly like your current paper forms.
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