Connect Samvad and accountingbox to Build Intelligent Automations

Choose a Trigger

Samvad

When this happens...

Choose an Action

accountingbox

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Enable Integrations or automations with these events of Samvad and accountingbox

Enable Integrations or automations with these events of Samvad and accountingbox

Actions

Create Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

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Frequently Asked Questions

How do I start an integration between Samvad and accountingbox?

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

Can we customize how data from Samvad is recorded in accountingbox?

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

How often does the data sync between Samvad and accountingbox?

The data sync between Samvad and accountingbox 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 Samvad to accountingbox?

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 Samvad and accountingbox?

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

Samvad

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

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accountingbox

About accountingbox

AccountingBox is a modern business management system that provides accounting services and businesses with effective business monitoring and easy collaboration. It also includes an intelligent system for automatic data capture and virtual business assistance.

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