Connect SimpleKPI and upnify to Build Intelligent Automations

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SimpleKPI

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upnify

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Enable Integrations or automations with these events of SimpleKPI and upnify

Enable Integrations or automations with these events of SimpleKPI and upnify

Actions

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

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Frequently Asked Questions

How do I start an integration between SimpleKPI and upnify?

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

Can we customize how data from SimpleKPI is recorded in upnify?

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

How often does the data sync between SimpleKPI and upnify?

The data sync between SimpleKPI and upnify 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 SimpleKPI to upnify?

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 SimpleKPI and upnify?

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

SimpleKPI

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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upnify

About upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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