Connect salesmix and case status to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between salesmix and case status?

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

Can we customize how data from salesmix is recorded in case status?

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

How often does the data sync between salesmix and case status?

The data sync between salesmix and case status 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 salesmix to case status?

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 salesmix and case status?

Yes, you can set conditional logic to control the flow of data between salesmix and case status. 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.

salesmix

About salesmix

SalesMix helps you scale your business through unlimited warmup, automated campaigns, and so much more- all in one place.

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case status

About case status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.

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