Connect agillic and doxi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between agillic and doxi?

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

Can we customize how data from agillic is recorded in doxi?

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

How often does the data sync between agillic and doxi?

The data sync between agillic and doxi 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 agillic to doxi?

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 agillic and doxi?

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

agillic

About agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.

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doxi

About doxi

Doxi is a digital signature system for organizational processes that allow the distribution of documents for the participants' signatures.

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