Connect Upwave and upilot to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Upwave and upilot?

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

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

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

How often does the data sync between Upwave and upilot?

The data sync between Upwave and upilot 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 upilot?

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 upilot?

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

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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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