Connect upscale and idi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between upscale and idi?

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

Can we customize how data from upscale is recorded in idi?

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

How often does the data sync between upscale and idi?

The data sync between upscale and idi 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 upscale to idi?

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 upscale and idi?

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

upscale

About upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

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idi

About idi

IDI is a real estate technology partner to make the control of your real estate and communication with your contacts and clients more agile and easy.

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