Connect algodocs and Salesforce Essentials to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for algodocs
Choose an Action
Automatically do this!
- Request a new Action for Salesforce Essentials
Integrate algodocs with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your algodocs and Salesforce Essentials accounts to viaSocket. Once connected, you can set up a workflow where an event in algodocs triggers actions in Salesforce Essentials (or vice versa).
Absolutely. You can customize how algodocs data is recorded in Salesforce Essentials. This includes choosing which data fields go into which fields of Salesforce Essentials, setting up custom formats, and filtering out unwanted information.
The data sync between algodocs and Salesforce Essentials 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 and Salesforce Essentials. 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
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.
Learn MoreAbout Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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