Connect secretaria and case status to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your secretaria and case status accounts to viaSocket. Once connected, you can set up a workflow where an event in secretaria triggers actions in case status (or vice versa).
Absolutely. You can customize how secretaria data is recorded in case status. This includes choosing which data fields go into which fields of case status, setting up custom formats, and filtering out unwanted information.
The data sync between secretaria and case status 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 secretaria and case status. 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 secretaria
Secretaría.es is your virtual assistant. Real secretaries take your calls – enabling you to focus on what really matters for your business.
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About case status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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