Integrationssurefireservicetrade
surefire + servicetrade

Connect surefire and servicetrade to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between surefire and servicetrade?

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

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

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

How often does the data sync between surefire and servicetrade?

The data sync between surefire and servicetrade 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 servicetrade?

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 servicetrade?

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

About servicetrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

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