Connect DocsBot and playbook to Build Intelligent Automations

Choose a Trigger

DocsBot

When this happens...

Choose an Action

playbook

Automatically do this!

Enable Integrations or automations with these events of DocsBot and playbook

Enable Integrations or automations with these events of DocsBot and playbook

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

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Frequently Asked Questions

How do I start an integration between DocsBot and playbook?

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

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

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

How often does the data sync between DocsBot and playbook?

The data sync between DocsBot and playbook 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 playbook?

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 playbook?

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

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playbook

About playbook

Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.

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