Connect Taskade and salesboard to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Taskade and salesboard?

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

Can we customize how data from Taskade is recorded in salesboard?

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

How often does the data sync between Taskade and salesboard?

The data sync between Taskade and salesboard 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 Taskade to salesboard?

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 Taskade and salesboard?

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

Taskade

About Taskade

Taskade is a collaborative task management and mind mapping tool designed to help teams organize, plan, and execute projects efficiently. It offers features such as real-time collaboration, task assignments, and project templates to streamline workflows.

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salesboard

About salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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