
When this happens...

Automatically do this!
Create Category
Create Segment
Update Reward
Update Customer
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new voucher is created.
Action is the task that follows automatically within your DocsBot integrations.
Ask a new question to your DocsBot and get an answer.
Creates a new source to train a bot.
Create category with a specific name and hierarchy.
Create a customer segment.
Update the details of a reward.
Update an existing customer.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocsBot and Voucherify accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Voucherify (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in Voucherify. This includes choosing which data fields go into which fields of Voucherify, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and Voucherify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between DocsBot and Voucherify. 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 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 MoreVoucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
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