Connect DocsBot and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocsBot
Choose an Action
Automatically do this!
Create Task
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Tag
Update Tag
Search Tag
Enable Integrations or automations with these events of DocsBot and LeadConnector
Enable Integrations or automations with these events of DocsBot and LeadConnector
Actions
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 Task
Creates a new task.
Update Task
Update the details of an existing task by its ID.
Search Task
Find the details of a task by its id.
Delete Task
Delete the task by its id.
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Frequently Asked Questions
To start, connect both your DocsBot and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and LeadConnector 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 LeadConnector. 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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