Connect upnify and cody to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between upnify and cody?

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

Can we customize how data from upnify is recorded in cody?

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

How often does the data sync between upnify and cody?

The data sync between upnify and cody 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 upnify to cody?

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 upnify and cody?

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

upnify

About upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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cody

About cody

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, processes with your own knowledge base.

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