Connect sofy and firm360 to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between sofy and firm360?

To start, connect both your sofy and firm360 accounts to viaSocket. Once connected, you can set up a workflow where an event in sofy triggers actions in firm360 (or vice versa).

Can we customize how data from sofy is recorded in firm360?

Absolutely. You can customize how sofy data is recorded in firm360. This includes choosing which data fields go into which fields of firm360, setting up custom formats, and filtering out unwanted information.

How often does the data sync between sofy and firm360?

The data sync between sofy and firm360 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 sofy to firm360?

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 sofy and firm360?

Yes, you can set conditional logic to control the flow of data between sofy and firm360. 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.

sofy

About sofy

Sofy is a marketing platform for businesses, allowing them to manage their online visibility and reach out to their customers.

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firm360

About firm360

Firm360 is an all-in-one practice management system for accounting firms.

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