Connect speechnotes and portalio to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between speechnotes and portalio?

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

Can we customize how data from speechnotes is recorded in portalio?

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

How often does the data sync between speechnotes and portalio?

The data sync between speechnotes and portalio 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 speechnotes to portalio?

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 speechnotes and portalio?

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

speechnotes

About speechnotes

Automatically transform all audio recordings to text. Most accurate AI transcription (speech to text) engines. Fast, affordable, secure & private.

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portalio

About portalio

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.

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