Connect DocsBot and GorillaDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocsBot
Choose an Action
Automatically do this!
Add a Customer
Add a Lead
Add a Booking
Get Company
List Users
List Customer
List Phone Type
Ready to use DocsBot and GorillaDesk automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
Updated Customer
Trigger when an existing customer is updated.
Do thisActions
Action is the task that follows automatically within your DocsBot integrations.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company
Get Company for the account.
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Frequently Asked Questions
To start, connect both your DocsBot and GorillaDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in GorillaDesk (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in GorillaDesk. This includes choosing which data fields go into which fields of GorillaDesk, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and GorillaDesk 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 GorillaDesk. 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 GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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