Connect DocsBot and cardinal to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between DocsBot and cardinal?

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

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

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

How often does the data sync between DocsBot and cardinal?

The data sync between DocsBot and cardinal 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 cardinal?

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 cardinal?

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

About cardinal

Cardinal is a next-generation backlog for b2b product teams

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