Connect Tavily and salesboard to Build Intelligent Automations

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salesboard

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Frequently Asked Questions

How do I start an integration between Tavily and salesboard?

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

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

Absolutely. You can customize how Tavily 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 Tavily and salesboard?

The data sync between Tavily 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 Tavily 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 Tavily and salesboard?

Yes, you can set conditional logic to control the flow of data between Tavily 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.

Tavily

About Tavily

Tavily is a comprehensive travel management platform designed to streamline the travel planning and booking process. It offers users a seamless experience in organizing trips, managing itineraries, and booking accommodations and transportation. With Tavily, users can access a wide range of travel options and services, ensuring a hassle-free travel experience.

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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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