Connect Crystal Ball and DocsBot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crystal Ball
Choose an Action
Automatically do this!
Ask Question
Create Web Source
Enable Integrations or automations with these events of Crystal Ball and DocsBot
Enable Integrations or automations with these events of Crystal Ball and DocsBot
Actions
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Crystal Ball and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how Crystal Ball data is recorded in DocsBot. This includes choosing which data fields go into which fields of DocsBot, setting up custom formats, and filtering out unwanted information.
The data sync between Crystal Ball and DocsBot 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 Crystal Ball and DocsBot. 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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn MoreAbout DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
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