Connect AlgoDocs Integration and salesboard to Build Intelligent Automations
Enable Integrations or automations with these events of AlgoDocs Integration and salesboard
Enable Integrations or automations with these events of AlgoDocs Integration and salesboard
Triggers
Extracted Data Available
Triggers when a new Document is processed and extracted data is available
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Frequently Asked Questions
To start, connect both your AlgoDocs Integration and salesboard accounts to viaSocket. Once connected, you can set up a workflow where an event in AlgoDocs Integration triggers actions in salesboard (or vice versa).
Absolutely. You can customize how AlgoDocs Integration 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.
The data sync between AlgoDocs Integration and salesboard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AlgoDocs Integration 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.
About AlgoDocs Integration
Integrate with AlgoDocs API to seamlessly manage and process your documents. Automate document extraction, data processing, and more with ease.
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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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