Connect symphony and Clearpoint Strategy to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your symphony and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in symphony triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how symphony data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.
The data sync between symphony and Clearpoint Strategy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between symphony and Clearpoint Strategy. 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.
About symphony
Symphony is a communications platform that securely connects markets and individuals, promoting collaboration and increasing productivity while maintaining organizational compliance.
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About Clearpoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
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