Connect upcall and beacon to Build Intelligent Automations

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beacon

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Frequently Asked Questions

How do I start an integration between upcall and beacon?

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

Can we customize how data from upcall is recorded in beacon?

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

How often does the data sync between upcall and beacon?

The data sync between upcall and beacon 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 upcall to beacon?

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 upcall and beacon?

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

upcall

About upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

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beacon

About beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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