Connect DocsBot and beacon to Build Intelligent Automations

Choose a Trigger

DocsBot

When this happens...

Choose an Action

beacon

Automatically do this!

Enable Integrations or automations with these events of DocsBot and beacon

Enable Integrations or automations with these events of DocsBot and beacon

Actions

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.

Request a new Action for DocsBot

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between DocsBot and beacon?

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

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

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

How often does the data sync between DocsBot and beacon?

The data sync between DocsBot and beacon 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 beacon?

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 beacon?

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

Learn More
beacon

About beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

Learn More