Connect docsgenflow and daylite to Build Intelligent Automations
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- Request a new Trigger for docsgenflow
Choose an Action
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- Request a new Action for daylite
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Frequently Asked Questions
To start, connect both your docsgenflow and daylite accounts to viaSocket. Once connected, you can set up a workflow where an event in docsgenflow triggers actions in daylite (or vice versa).
Absolutely. You can customize how docsgenflow data is recorded in daylite. This includes choosing which data fields go into which fields of daylite, setting up custom formats, and filtering out unwanted information.
The data sync between docsgenflow and daylite 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 docsgenflow and daylite. 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 docsgenflow
DocsGenFlow offers hassle-free document generation & workflow automation. Generate dynamic documents from various data sources and automate your workflows
Learn MoreAbout daylite
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
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