Connect BuildBetter and docupilot to Build Intelligent Automations

Choose a Trigger

BuildBetter

When this happens...

Choose an Action

docupilot

Automatically do this!

Enable Integrations or automations with these events of BuildBetter and docupilot

Enable Integrations or automations with these events of BuildBetter and docupilot

Triggers

New Call Is Added

New Call Is Added

Runs when new call is added

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Actions

Get Call

Get Call

Get call details by Call ID.

Get Call Attendees

Get Call Attendees

Get the names and emails of people who attended a specific call.

Get Call Summaries

Get Call Summaries

Get full AI-generated summaries for a specific call.

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Frequently Asked Questions

How do I start an integration between BuildBetter and docupilot?

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

Can we customize how data from BuildBetter is recorded in docupilot?

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

How often does the data sync between BuildBetter and docupilot?

The data sync between BuildBetter and docupilot 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 BuildBetter to docupilot?

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 BuildBetter and docupilot?

Yes, you can set conditional logic to control the flow of data between BuildBetter and docupilot. 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.

BuildBetter

About BuildBetter

BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.

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docupilot

About docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

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