Connect DocsBot and Harvestr
Integrate DocsBot with Harvestr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Ask Question in Docsbot when New User Is Created in Harvestr
Create Web Source in Docsbot when New User Is Created in Harvestr
Ask Question in Docsbot when Company Is Created in Harvestr
Create Web Source in Docsbot when Company Is Created in Harvestr
Ask Question in Docsbot when New Discovery Created in Harvestr
Popular DocsBot + Harvestr flows
Start from a real workflow other teams are already running.
Choose a trigger
DocsBot
When this happens...
- Request a new Trigger for DocsBot
Choose an action
Harvestr
Automatically do this!
Create Message
Create Company
Search Discoveries
List Company Attributes
List User Attributes
Create New User
Update User
Update Company
Ask Question in Docsbot when New User Is Created in Harvestr
Use this flowCreate Web Source in Docsbot when New User Is Created in Harvestr
Use this flowAsk Question in Docsbot when Company Is Created in Harvestr
Use this flowCreate Web Source in Docsbot when Company Is Created in Harvestr
Use this flowAsk Question in Docsbot when New Discovery Created in Harvestr
Use this flowCreate Web Source in Docsbot when New Discovery Created in Harvestr
Use this flowAsk Question in Docsbot when New Message Created in Harvestr
Use this flowCreate Web Source in Docsbot when New Message Created in Harvestr
Use this flowAsk Question in Docsbot when New Submitter in Harvestr
Use this flowCreate Web Source in Docsbot when New Submitter in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between DocsBot and Harvestr.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
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.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
DocsBot Automation: Eliminate Manual Knowledge Work
Automate DocsBot workflows across Slack, HubSpot, Google Sheets, Zendesk, Gmail, and Notion with viaSocket. Reduce repetitive tasks, improve data accuracy, and boost team productivity through seamless integrations.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating DocsBot and Harvestr free
No credit card required. Set up your first workflow in minutes.
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 more
About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your DocsBot and Harvestr accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between DocsBot and Harvestr as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Harvestr. No coding required.
Yes. You can set up a workflow where DocsBot triggers actions in Harvestr, and a separate workflow where Harvestr triggers actions in DocsBot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between DocsBot and Harvestr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DocsBot and Harvestr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
