Connect DocsBot and Ideanote to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocsBot
Choose an Action
Automatically do this!
Create Idea
Invite User
Ready to use DocsBot and Ideanote automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ideas
Triggers when a new idea is created.
Recently Updated Ideas
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
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 Idea
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Invite User
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
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Frequently Asked Questions
To start, connect both your DocsBot and Ideanote accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Ideanote (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in Ideanote. This includes choosing which data fields go into which fields of Ideanote, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and Ideanote 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 Ideanote. 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 Ideanote
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
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