Connect upnify and stax to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between upnify and stax?

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

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

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

How often does the data sync between upnify and stax?

The data sync between upnify and stax 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 stax?

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 stax?

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

About stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

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