Connect Wordware and salesboard to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Wordware and salesboard?

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

Can we customize how data from Wordware is recorded in salesboard?

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

How often does the data sync between Wordware and salesboard?

The data sync between Wordware and salesboard 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 Wordware to salesboard?

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 Wordware and salesboard?

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

  Wordware

About Wordware

Wordware lets you build, deploy and collaborate on custom LLM-powered AI apps.

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salesboard

About salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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