Connect DocsBot and synergy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between DocsBot and synergy?

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

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

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

How often does the data sync between DocsBot and synergy?

The data sync between DocsBot and synergy 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 synergy?

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 synergy?

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

About synergy

Synergy! is a cloud-based CRM service that enables optimal communication based on a customer database which securely stores information.

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