Connect Vincario and spotler crm to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Vincario and spotler crm?

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

Can we customize how data from Vincario is recorded in spotler crm?

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

How often does the data sync between Vincario and spotler crm?

The data sync between Vincario and spotler crm 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 Vincario to spotler crm?

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 Vincario and spotler crm?

Yes, you can set conditional logic to control the flow of data between Vincario and spotler crm. 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.

Vincario

About Vincario

Vincario is a platform that specializes in providing advanced AI-driven solutions for document and data management. It offers tools for efficient data extraction, processing, and analysis, making it ideal for businesses looking to streamline their document workflows and enhance data accuracy.

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spotler crm

About spotler crm

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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