Enable Integrations or automations with these events of DocsBot and Firehawk CRM
Ask a new question to your DocsBot and get an answer.
Creates a new source to train a bot.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocsBot and Firehawk CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Firehawk CRM (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in Firehawk CRM. This includes choosing which data fields go into which fields of Firehawk CRM, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and Firehawk 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 Firehawk 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.
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 MoreFireHawkCRM is great for small business. We help you look after your customers, so they’ll tell the world how good you are! Quotes, Invoices, Email and File sharing all in one neat little package.
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