Connect DocsBot and Apollo to Build Intelligent Automations

Choose a Trigger

DocsBot

When this happens...

Choose an Action

Apollo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Triggers when a new account is created

New Contact

New Contact

Triggers when a new contact is created

Contact Updated

Contact Updated

Triggers when an existing account is updated

Request a new Trigger for DocsBot

Do thisActions

Action is the task that follows automatically within your DocsBot integrations.

Ask Question

Ask Question

Ask a new question to your DocsBot and get an answer.

Create Web Source

Create Web Source

Creates a new source to train a bot.

Create Account

Create Account

Creates a new account

Create Contact

Create Contact

Creates a new contact to your team's Apollo account.

Create Deal

Create Deal

Creates a new deals for an Apollo account

Create Task

Create Task

Creates a new task

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Step by step guides to integrate DocsBot and Apollo

Frequently Asked Questions

How do I start an integration between DocsBot and Apollo?

To start, connect both your DocsBot and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Apollo (or vice versa).

Can we customize how data from DocsBot is recorded in Apollo?

Absolutely. You can customize how DocsBot data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between DocsBot and Apollo?

The data sync between DocsBot and Apollo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DocsBot to Apollo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DocsBot and Apollo?

Yes, you can set conditional logic to control the flow of data between DocsBot and Apollo. 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.

DocsBot

About 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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Apollo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

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