Connect DocsBot and SAM.ai to Build Intelligent Automations

Choose a Trigger

DocsBot

When this happens...

Choose an Action

SAM.ai

Automatically do this!

Enable Integrations or automations with these events of DocsBot and SAM.ai

Enable Integrations or automations with these events of DocsBot and SAM.ai

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 SAM.ai?

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

Can we customize how data from DocsBot is recorded in SAM.ai?

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

How often does the data sync between DocsBot and SAM.ai?

The data sync between DocsBot and SAM.ai 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 SAM.ai?

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 SAM.ai?

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

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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