Connect surefire and sitecapture to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between surefire and sitecapture?

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

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

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

How often does the data sync between surefire and sitecapture?

The data sync between surefire and sitecapture 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 sitecapture?

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 sitecapture?

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

About sitecapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

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