Connect Algodocs and opencrm to Build Intelligent Automations

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Algodocs

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opencrm

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Enable Integrations or automations with these events of Algodocs and opencrm

Enable Integrations or automations with these events of Algodocs and opencrm

Actions

Upload Document

Upload Document

Upload a file by URL or Base64 for automatic data extraction.

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Frequently Asked Questions

How do I start an integration between Algodocs and opencrm?

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

Can we customize how data from Algodocs is recorded in opencrm?

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

How often does the data sync between Algodocs and opencrm?

The data sync between Algodocs and opencrm 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 opencrm?

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 opencrm?

Yes, you can set conditional logic to control the flow of data between Algodocs and opencrm. 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 provides a platform for creating, managing, and sharing documents seamlessly, enhancing collaboration and productivity for users.

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opencrm

About opencrm

OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.

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