Connect docsend and circa to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between docsend and circa?

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

Can we customize how data from docsend is recorded in circa?

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

How often does the data sync between docsend and circa?

The data sync between docsend and circa 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 docsend to circa?

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 docsend and circa?

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

docsend

About docsend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

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circa

About circa

The B2B event marketing platform: Virtual, hybrid & in-person

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