Connect Tess and Intercorp BAS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tess
Choose an Action
Automatically do this!
Search Client
Search Profile
Enable Integrations or automations with these events of Tess and Intercorp BAS
Enable Integrations or automations with these events of Tess and Intercorp BAS
Actions
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
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Frequently Asked Questions
To start, connect both your Tess and Intercorp BAS accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Intercorp BAS (or vice versa).
Absolutely. You can customize how Tess data is recorded in Intercorp BAS. This includes choosing which data fields go into which fields of Intercorp BAS, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and Intercorp BAS 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 Tess and Intercorp BAS. 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 Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn MoreAbout Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
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