
When this happens...
New Contact Is Added
Contact Updated
Team Membership Updated

Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact is added
Triggers when a contact is updated
Triggered when a team member is added or removed from a team.
Action is the task that follows automatically within your Callbell integrations.
Create a new contact
Updates an existing Callbell contact by modifying details like name, tags, assigned team/user, bot status, and custom fields.
Get contacts by UUID or phone
Fetch teams or a team by UUID
Start or stop a contact's bot
Fetch messaging channels
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To start, connect both your Callbell and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Callbell data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between Callbell and DocuMocu 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 Callbell and DocuMocu. 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.
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
Learn MoreDocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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