Connect sare and playbook to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between sare and playbook?

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

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

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

How often does the data sync between sare and playbook?

The data sync between sare and playbook 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 playbook?

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 playbook?

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

About playbook

Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.

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