IntegrationsalgodocsOfforte Proposals
algodocs + Offorte Proposals

Connect algodocs and Offorte Proposals to Build Intelligent Automations

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algodocs

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Offorte Proposals

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Frequently Asked Questions

How do I start an integration between algodocs and Offorte Proposals?

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

Can we customize how data from algodocs is recorded in Offorte Proposals?

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

How often does the data sync between algodocs and Offorte Proposals?

The data sync between algodocs and Offorte Proposals 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 algodocs to Offorte Proposals?

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 algodocs and Offorte Proposals?

Yes, you can set conditional logic to control the flow of data between algodocs and Offorte Proposals. 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.

algodocs

About algodocs

AlgoDocs extracts data from PDF, Word and image files by converting them into structured data in a format you need. With AlgoDocs you can extract specific fields (e.g. Account Number, Date, Order Number, etc.) or data from tables of any complexity from your documents.

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Offorte Proposals

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

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