Connect docAnalyzer AI and Enrich CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docAnalyzer AI
Choose an Action
Automatically do this!
Enrich Person & Company
Enable Integrations or automations with these events of docAnalyzer AI and Enrich CRM
Enable Integrations or automations with these events of docAnalyzer AI and Enrich CRM
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
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
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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 docAnalyzer AI and Enrich CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in docAnalyzer AI triggers actions in Enrich CRM (or vice versa).
Absolutely. You can customize how docAnalyzer AI data is recorded in Enrich CRM. This includes choosing which data fields go into which fields of Enrich CRM, setting up custom formats, and filtering out unwanted information.
The data sync between docAnalyzer AI and Enrich CRM 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 Enrich CRM. 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 Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
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