Connect upzelo and firmao to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between upzelo and firmao?

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

Can we customize how data from upzelo is recorded in firmao?

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

How often does the data sync between upzelo and firmao?

The data sync between upzelo and firmao 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 upzelo to firmao?

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 upzelo and firmao?

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

upzelo

About upzelo

Upzelo is subscription retention software to help you spend more time retaining customers with automated retention offers.

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firmao

About firmao

CRM and ERP software for your business to manage customers and tasks.

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