1. Feature Overview UDS (Universal Data Sync) includes usage limits and restrictions based on your account’s plan. This article will help you understand the plan details associated with the Universal Data Sync (UDS) App. Note: To increase the limits on your current plan, contact your account manager or reach out to support@leadsquared.com. Additional charges may […]
1. Feature Overview In banks and insurance agencies, approvers handle customer applications (like loans or credit cards) and claims (like health insurance). When an approver goes on planned leave, they nominate a back-up (fallback) approver to step in. The approver (going on leave) usually sends a formal email to their manager, including their leave dates, […]
1. Feature Overview The Return Response action allows UDS workflows to send a custom response back to the API caller. When added, all actions before it run synchronously, while actions after it are queued and processed asynchronously. This is useful when an immediate, dynamic reply is needed. Note: For an overview on UDS actions, refer […]
1. Feature Overview The Lead Workflow action template in Universal Data Sync (UDS) allows you to manage leads using advanced search. It searches for the lead based on the defined primary and secondary search criteria. It then performs the selected Action. This template helps you handle the dedup cases. It supports two-level search logic using […]
1. Feature Overview The Lead Create action template in Universal Data Sync (UDS) App enables you to create new leads in LeadSquared. This template leverages the LeadSquared V2 Create a Lead API and eliminates the need for manual API configuration. Note: For an overview on UDS actions, refer to Universal Data Sync (UDS) – Create […]
1. Feature Overview The Lead Update action template in UDS allows you to update existing leads in LeadSquared using the Lead ID or Prospect ID. This template leverages the LeadSquared V2 Update a Lead API. Note: For an overview on UDS actions, refer to Universal Data Sync (UDS) – Create Actions Overview. 2. Use […]
1. Feature Overview The Lead Capture action template in Universal Data Sync (UDS) allows you to either create a new lead or update an existing one based on a defined search key. This template uses the LeadSquared V2 Lead.Capture API, eliminating the need for manual API setup. Note: For an overview on UDS actions, refer […]
1. Feature Overview The Logs feature in Universal Data Sync (UDS) allows you to monitor and troubleshoot the execution of your data sync flows. It provides complete visibility into the input requests, action-wise execution paths, transformation outcomes, and response payloads. Each log entry reflects a unique request processed by a UDS flow and helps you: […]
1. Feature Overview The SIERA Report Builder supports advanced data modeling capabilities through Joins and Sub-Query Joins. These features allow users to combine multiple data sources, apply cross-entity filters, and build complex expressions across nested queries. Use Joins to merge fields across related entities such as Leads, Tasks, Activities, Opportunities, and more. Use Sub-Query Joins […]