Connect vcita and attach to Build Intelligent Automations

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attach

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Frequently Asked Questions

How do I start an integration between vcita and attach?

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

Can we customize how data from vcita is recorded in attach?

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

How often does the data sync between vcita and attach?

The data sync between vcita and attach 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 vcita to attach?

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 vcita and attach?

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

vcita

About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

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attach

About attach

Attach is a sales engagement tool that lets you manage, track and control the sales collateral you share.

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