Connect salesroom and Corpay One to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your salesroom and Corpay One accounts to viaSocket. Once connected, you can set up a workflow where an event in salesroom triggers actions in Corpay One (or vice versa).
Absolutely. You can customize how salesroom data is recorded in Corpay One. This includes choosing which data fields go into which fields of Corpay One, setting up custom formats, and filtering out unwanted information.
The data sync between salesroom and Corpay One 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 salesroom and Corpay One. 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 salesroom
Salesroom: AI powered sales calls - LIVE enablement, analytics, auto CRM updates, and more.
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About Corpay One
Corpay One is the leading bill pay solution for small-and-medium-sized businesses. Automate your accounts payable tasks like payments, approvals, document scanning and reconciliation with one easy to use solution.
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