IntegrationsSleekplanFresh Proposals
Sleekplan + Fresh Proposals

Connect Sleekplan and Fresh Proposals to Build Intelligent Automations

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Sleekplan

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Fresh Proposals

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Frequently Asked Questions

How do I start an integration between Sleekplan and Fresh Proposals?

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

Can we customize how data from Sleekplan is recorded in Fresh Proposals?

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

How often does the data sync between Sleekplan and Fresh Proposals?

The data sync between Sleekplan and Fresh Proposals 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 Sleekplan to Fresh Proposals?

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 Sleekplan and Fresh Proposals?

Yes, you can set conditional logic to control the flow of data between Sleekplan and Fresh Proposals. 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.

Sleekplan

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

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Fresh Proposals

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

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