Integrationssurefiredocsgenflow
surefire + docsgenflow

Connect surefire and docsgenflow to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between surefire and docsgenflow?

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

Can we customize how data from surefire is recorded in docsgenflow?

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

How often does the data sync between surefire and docsgenflow?

The data sync between surefire and docsgenflow 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 surefire to docsgenflow?

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 surefire and docsgenflow?

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

surefire

About surefire

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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docsgenflow

About docsgenflow

DocsGenFlow offers hassle-free document generation & workflow automation. Generate dynamic documents from various data sources and automate your workflows

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