Connect sare and planso to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between sare and planso?

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

Can we customize how data from sare is recorded in planso?

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

How often does the data sync between sare and planso?

The data sync between sare and planso 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 sare to planso?

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 sare and planso?

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

sare

About sare

SARE is a omnichannel platform that helps you communicate and analyze your clients.

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planso

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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