Connect DocsBot and Axonaut to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocsBot
Choose an Action
Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
Ready to use DocsBot and Axonaut automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
Do thisActions
Action is the task that follows automatically within your DocsBot integrations.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
Create Company
Create a company in Axonaut via API
Create Quotation
Create a Quotation
Create Event
Create an Event
Create Task
Create Task
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Frequently Asked Questions
To start, connect both your DocsBot and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and Axonaut 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 DocsBot and Axonaut . 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 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.
Learn MoreAbout Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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