Connect DocsBot and persio to Build Intelligent Automations

Choose a Trigger

DocsBot

When this happens...

Choose an Action

persio

Automatically do this!

Enable Integrations or automations with these events of DocsBot and persio

Enable Integrations or automations with these events of DocsBot and persio

Actions

Ask Question

Ask Question

Ask a new question to your DocsBot and get an answer.

Create Web Source

Create Web Source

Creates a new source to train a bot.

Request a new Action for DocsBot

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between DocsBot and persio?

To start, connect both your DocsBot and persio accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in persio (or vice versa).

Can we customize how data from DocsBot is recorded in persio?

Absolutely. You can customize how DocsBot data is recorded in persio. This includes choosing which data fields go into which fields of persio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between DocsBot and persio?

The data sync between DocsBot and persio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DocsBot to persio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DocsBot and persio?

Yes, you can set conditional logic to control the flow of data between DocsBot and persio. 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

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
persio

About persio

Persio exists to help businesses unify and mesh all their customer data in a single source of truth platform and auto-qualify their leads.

Learn More