Connect Bigin and documently to Build Intelligent Automations
Enable Integrations or automations with these events of Bigin and documently
Enable Integrations or automations with these events of Bigin and documently
Actions
Create Contact
Create a new contact
Get Organization Details
Retrieves the details of the organization.
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Frequently Asked Questions
To start, connect both your Bigin and documently accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in documently (or vice versa).
Absolutely. You can customize how Bigin data is recorded in documently. This includes choosing which data fields go into which fields of documently, setting up custom formats, and filtering out unwanted information.
The data sync between Bigin and documently 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 Bigin and documently. 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 Bigin
Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.
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About documently
Documently makes it easy to collect documents using industry-specific templates. Entire Document collection lifecycle in one place.
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