Connect switchboard and relavate to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between switchboard and relavate?

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

Can we customize how data from switchboard is recorded in relavate?

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

How often does the data sync between switchboard and relavate?

The data sync between switchboard and relavate 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 switchboard to relavate?

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 switchboard and relavate?

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

switchboard

About switchboard

Switchboard enables you to build deeper relationships with customers through SMS, MMS and Video Texting.

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relavate

About relavate

Relavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners

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