
When this happens...

Automatically do this!
Create a Contact
Create a Company
Create Forum Category
Create a Forum
Create a Forum Topic
Add Notes to a Tickets
Find a Contact by Email
Find Ticket by Id
Create a Ticket
Update Ticket
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new ticket created.
Trigger when a new contect is cteated.
Action is the task that follows automatically within your DocsBot integrations.
Ask a new question to your DocsBot and get an answer.
Creates a new source to train a bot.
Creates a new contact
Creates a new company
Create a new forum category
Creates a new forum.
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To start, connect both your DocsBot and Freshdesk accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Freshdesk (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in Freshdesk. This includes choosing which data fields go into which fields of Freshdesk, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and Freshdesk 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 Freshdesk. 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 MoreFreshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
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