Integrations Upwave CustomerX Tracking
Upwave + CustomerX Tracking

Connect Upwave and CustomerX Tracking to Build Intelligent Automations

Choose a Trigger

Upwave

When this happens...

Choose an Action

CustomerX Tracking

Automatically do this!

Enable Integrations or automations with these events of Upwave and CustomerX Tracking

Enable Integrations or automations with these events of Upwave and CustomerX Tracking

Actions

Create Card

Create Card

Creating a new Card in Upwave .

List Workspaces

List Workspaces

get all Workspaces.

List Members

List Members

get all Members.

Request a new Action for Upwave

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Upwave and CustomerX Tracking?

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

Can we customize how data from Upwave is recorded in CustomerX Tracking?

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

How often does the data sync between Upwave and CustomerX Tracking?

The data sync between Upwave and CustomerX Tracking 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 Upwave to CustomerX Tracking?

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 Upwave and CustomerX Tracking?

Yes, you can set conditional logic to control the flow of data between Upwave and CustomerX Tracking. 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.

Upwave

About Upwave

Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.

Learn More
CustomerX Tracking

About CustomerX Tracking

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers

Learn More