Connect docspo and bonsai to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between docspo and bonsai?

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

Can we customize how data from docspo is recorded in bonsai?

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

How often does the data sync between docspo and bonsai?

The data sync between docspo and bonsai 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 docspo to bonsai?

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 docspo and bonsai?

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

docspo

About docspo

Send beautiful documents for eSignature.

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About bonsai

Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.

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