Connect docAnalyzer AI and Espo CRM to Build Intelligent Automations
Ready to use docAnalyzer AI and Espo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your docAnalyzer AI integrations.
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
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
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Frequently Asked Questions
To start, connect both your docAnalyzer AI and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in docAnalyzer AI triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how docAnalyzer AI data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between docAnalyzer AI and Espo 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 Espo 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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