Connect docsend and Planbox Innovation Central to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your docsend and Planbox Innovation Central accounts to viaSocket. Once connected, you can set up a workflow where an event in docsend triggers actions in Planbox Innovation Central (or vice versa).
Absolutely. You can customize how docsend data is recorded in Planbox Innovation Central. This includes choosing which data fields go into which fields of Planbox Innovation Central, setting up custom formats, and filtering out unwanted information.
The data sync between docsend and Planbox Innovation Central 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 Planbox Innovation Central. 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.
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About Planbox Innovation Central
Planbox Innovation Central is a best-in-class workflow-driven online portal and tool for your employees, customers, partners and community to collaborate, discover, evaluate, manage, and develop creative ideas and actionable solutions.
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