Connect servicetrade and offri to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between servicetrade and offri?

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

Can we customize how data from servicetrade is recorded in offri?

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

How often does the data sync between servicetrade and offri?

The data sync between servicetrade and offri 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 servicetrade to offri?

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 servicetrade and offri?

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

servicetrade

About servicetrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

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offri

About offri

Offri enables you to create great looking proposals quickly.

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