Connect skool and Vertex to Build Intelligent Automations

Choose a Trigger

skool

When this happens...

Choose an Action

Vertex

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between skool and Vertex?

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

Can we customize how data from skool is recorded in Vertex?

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

How often does the data sync between skool and Vertex?

The data sync between skool and Vertex 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 skool to Vertex?

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 skool and Vertex?

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

skool

About skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

Learn More
Vertex

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

Learn More