Connect sinao and upilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for sinao
Choose an Action
Automatically do this!
- Request a new Action for upilot
Enable Integrations or automations with these events of sinao and upilot
Enable Integrations or automations with these events of sinao and upilot
Actions
Create an Organization
Create an organization.
Create or Edit an Invoice
Create or Edit an invoice with an amount in TTC/HT.
Create a Product/Service
Createa product/service.
Create a Client
Create a Client.
Update a Client
Update a Client.
Update a Product/Service
Update a product/service.
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Frequently Asked Questions
To start, connect both your sinao and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in sinao triggers actions in upilot (or vice versa).
Absolutely. You can customize how sinao 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.
The data sync between sinao and upilot 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 sinao 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.
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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