Connect Sensible and salesoptima to Build Intelligent Automations

Choose a Trigger

Sensible

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Sensible and salesoptima

Enable Integrations or automations with these events of Sensible and salesoptima

Triggers

New Document Extraction

New Document Extraction

Triggers when a new document is successfully extracted

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Actions

Extract Document

Extract Document

Extract data from a document

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Frequently Asked Questions

How do I start an integration between Sensible and salesoptima?

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

Can we customize how data from Sensible is recorded in salesoptima?

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

How often does the data sync between Sensible and salesoptima?

The data sync between Sensible and salesoptima 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 Sensible to salesoptima?

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 Sensible and salesoptima?

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

Sensible

About Sensible

Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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