Connect docugenerate and salesmix to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your docugenerate and salesmix accounts to viaSocket. Once connected, you can set up a workflow where an event in docugenerate triggers actions in salesmix (or vice versa).
Absolutely. You can customize how docugenerate data is recorded in salesmix. This includes choosing which data fields go into which fields of salesmix, setting up custom formats, and filtering out unwanted information.
The data sync between docugenerate and salesmix 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 docugenerate and salesmix. 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 docugenerate
DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.
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SalesMix helps you scale your business through unlimited warmup, automated campaigns, and so much more- all in one place.
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