Connect Urable and Vertex to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Update Customer
Choose an Action
Automatically do this!
- Request a new Action for Vertex
Enable Integrations or automations with these events of Urable and Vertex
Enable Integrations or automations with these events of Urable and Vertex
Triggers
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
Actions
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
Update Customer
Updates an existing customer
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Urable and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Urable triggers actions in Vertex (or vice versa).
Absolutely. You can customize how Urable data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between Urable and Vertex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Urable and Vertex. 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.
About Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
Learn MoreAbout Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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