Connect DocsBot and Enrich CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocsBot
Choose an Action
Automatically do this!
Enrich Person & Company
Enable Integrations or automations with these events of DocsBot and Enrich CRM
Enable Integrations or automations with these events of DocsBot and Enrich CRM
Actions
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your DocsBot and Enrich CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Enrich CRM (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in Enrich CRM. This includes choosing which data fields go into which fields of Enrich CRM, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and Enrich CRM 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 Enrich CRM. 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 Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
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