Connect docAnalyzer AI and upilot to Build Intelligent Automations
Enable Integrations or automations with these events of docAnalyzer AI and upilot
Enable Integrations or automations with these events of docAnalyzer AI and upilot
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
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Frequently Asked Questions
To start, connect both your docAnalyzer AI and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in docAnalyzer AI triggers actions in upilot (or vice versa).
Absolutely. You can customize how docAnalyzer AI data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.
The data sync between docAnalyzer AI and upilot 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 upilot. 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.
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About upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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