Connect solo and playbook to Build Intelligent Automations

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solo

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playbook

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Frequently Asked Questions

How do I start an integration between solo and playbook?

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

Can we customize how data from solo is recorded in playbook?

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

How often does the data sync between solo and playbook?

The data sync between solo and playbook 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 solo to playbook?

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 solo and playbook?

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

solo

About solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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playbook

About playbook

Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.

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