Connect Scalekit and upilot to Build Intelligent Automations

Choose a Trigger

Scalekit

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Scalekit and upilot

Enable Integrations or automations with these events of Scalekit and upilot

Actions

Create an Organization

Create an Organization

Creates an Organization.

Create New User

Create New User

Creates new user in organization.

Request a new Action for Scalekit

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Frequently Asked Questions

How do I start an integration between Scalekit and upilot?

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

Can we customize how data from Scalekit is recorded in upilot?

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

How often does the data sync between Scalekit and upilot?

The data sync between Scalekit and upilot 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 Scalekit to upilot?

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 Scalekit and upilot?

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

Scalekit

About Scalekit

Scalekit is a powerful platform designed to enhance productivity and streamline project management processes. It offers a suite of tools to help teams collaborate efficiently, manage tasks, and track progress seamlessly.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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