Connect upilot and instaproofs to Build Intelligent Automations

Choose a Trigger

upilot

When this happens...

Choose an Action

instaproofs

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between upilot and instaproofs?

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

Can we customize how data from upilot is recorded in instaproofs?

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

How often does the data sync between upilot and instaproofs?

The data sync between upilot and instaproofs 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 upilot to instaproofs?

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 upilot and instaproofs?

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

upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

Learn More
instaproofs

About instaproofs

Instaproofs supports the growth of your photography business through its galleries, storefronts, invoices, contracts, and more.

Learn More