Connect spark and relate to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between spark and relate?

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

Can we customize how data from spark is recorded in relate?

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

How often does the data sync between spark and relate?

The data sync between spark and relate 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 spark to relate?

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 spark and relate?

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

spark

About spark

Spark is a modern Medicare brokerage platform to manage the full lifecycle of a client from quoting to post-enrollment support.

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relate

About relate

Relate is a simple collaborative sales and CRM software.

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