IntegrationsalgodocsTouch & Sell
algodocs + Touch & Sell

Connect algodocs and Touch & Sell to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between algodocs and Touch & Sell?

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

Can we customize how data from algodocs is recorded in Touch & Sell?

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

How often does the data sync between algodocs and Touch & Sell?

The data sync between algodocs and Touch & Sell 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 Touch & Sell?

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 Touch & Sell?

Yes, you can set conditional logic to control the flow of data between algodocs and Touch & Sell. 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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Touch & Sell

About Touch & Sell

Touch & Sell is a sales enablement application to improve your presentations and align your marketing and sales teams.

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