Connect upilot and ponto to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between upilot and ponto?

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

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

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

How often does the data sync between upilot and ponto?

The data sync between upilot and ponto 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 ponto?

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 ponto?

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

About ponto

Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.

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