Connect docscloud and Virtual Business Cards to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your docscloud and Virtual Business Cards accounts to viaSocket. Once connected, you can set up a workflow where an event in docscloud triggers actions in Virtual Business Cards (or vice versa).
Absolutely. You can customize how docscloud data is recorded in Virtual Business Cards. This includes choosing which data fields go into which fields of Virtual Business Cards, setting up custom formats, and filtering out unwanted information.
The data sync between docscloud and Virtual Business Cards 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 docscloud and Virtual Business Cards. 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.
About docscloud
DocsCloud is a web-based software platform that helps you create web forms, generate filled documents, get the documents signed & publish documents almost anything.
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About Virtual Business Cards
Virtual Business Cards secures leads from new connections and can distribute them to your CRMs
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