Connect docsend and PEP Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docsend
Choose an Action
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- Request a new Action for PEP Cloud
Integrate docsend with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your docsend and PEP Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in docsend triggers actions in PEP Cloud (or vice versa).
Absolutely. You can customize how docsend data is recorded in PEP Cloud. This includes choosing which data fields go into which fields of PEP Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between docsend and PEP Cloud 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 docsend and PEP Cloud. 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 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.
Learn MoreAbout PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
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