Connect docAnalyzer AI and BoardCRM to Build Intelligent Automations
Enable Integrations or automations with these events of docAnalyzer AI and BoardCRM
Enable Integrations or automations with these events of docAnalyzer AI and BoardCRM
Actions
Find all Documents
Find all Documents
Chat with a Document
Chat with a Document
Find all Labels
Find all Labels
Label based Document Detailing
Label based Document Detailing
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
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Frequently Asked Questions
To start, connect both your docAnalyzer AI and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in docAnalyzer AI triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how docAnalyzer AI data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between docAnalyzer AI and BoardCRM 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 docAnalyzer AI and BoardCRM. 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 docAnalyzer AI
docAnalyzer AI is an advanced tool designed to analyze and process documents using artificial intelligence. It offers features such as document classification, data extraction, and content analysis, making it an essential tool for businesses and individuals looking to streamline their document management processes.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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