Connect upilot and Plotly to Build Intelligent Automations

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Plotly

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Frequently Asked Questions

How do I start an integration between upilot and Plotly?

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

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

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

How often does the data sync between upilot and Plotly?

The data sync between upilot and Plotly 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 Plotly?

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 Plotly?

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

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Plotly

About Plotly

Plotly is a leading data visualization platform that allows users to create interactive and visually appealing graphs and charts. It is widely used for data analysis and presentation, offering tools for both beginners and advanced users to transform data into insightful visual stories.

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