Connect DocsBot and Productive.io to Build Intelligent Automations

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DocsBot

When this happens...

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Productive.io

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

New task created.

New Task Updated

New Task Updated

New task updated

New Invoice

New Invoice

Trigger when new invoice is created

Invoice Updated

Invoice Updated

Trigger when new invoice is created

New deal

New deal

Trigger when new deal is created.

Updated Deal

Updated Deal

Trigger when new deal is updated.

Do thisActions

Action is the task that follows automatically within your DocsBot integrations.

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.

Create Company

Create Company

Creates company

Create Booking

Create Booking

Creates a new booking.

Create Project

Create Project

Create a new project.

Create Contact

Create Contact

Creates contact.

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Frequently Asked Questions

How do I start an integration between DocsBot and Productive.io?

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

Can we customize how data from DocsBot is recorded in Productive.io?

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

How often does the data sync between DocsBot and Productive.io?

The data sync between DocsBot and Productive.io 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 Productive.io?

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 Productive.io?

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

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

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