Connect vitally and bsi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between vitally and bsi?

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

Can we customize how data from vitally is recorded in bsi?

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

How often does the data sync between vitally and bsi?

The data sync between vitally and bsi 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 vitally to bsi?

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 vitally and bsi?

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

vitally

About vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

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bsi

About bsi

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.

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