Connect surefire and officely to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between surefire and officely?

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

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

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

How often does the data sync between surefire and officely?

The data sync between surefire and officely 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 officely?

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 officely?

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

About officely

Officely allows for a business virtual assistants to run the business easily directly from WhatsApp through a chatbot.

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