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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ultimeter and neoncrm accounts to viaSocket. Once connected, you can set up a workflow where an event in ultimeter triggers actions in neoncrm (or vice versa).
Absolutely. You can customize how ultimeter data is recorded in neoncrm. This includes choosing which data fields go into which fields of neoncrm, setting up custom formats, and filtering out unwanted information.
The data sync between ultimeter and neoncrm 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 ultimeter and neoncrm. 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.
Ultimeter is the most advanced goal meter and progress bar system for WordPress. You've done the hard work. Now display your success.
Learn MoreNeon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.
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