Connect workamajig and meetrecord to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between workamajig and meetrecord?

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

Can we customize how data from workamajig is recorded in meetrecord?

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

How often does the data sync between workamajig and meetrecord?

The data sync between workamajig and meetrecord 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 workamajig to meetrecord?

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 workamajig and meetrecord?

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

workamajig

About workamajig

Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.

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meetrecord

About meetrecord

MeetRecord enhances the effectiveness of sales representatives' daily interactions, resulting in improved sales conversations.

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