Connect Document360 and Bland.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Create Prompt
Create Pathway
Get All Pathways Information
Get Single Pathway Information
Update Pathway
Delete Pathway
Send Call using Pathways
Send Call With Task
Send Call
List Calls
Call Details
Create Pathway Chat
Create Folder
Get All Folders
Update Folder
Delete Folder
Move Pathway
Create a Knowledge Base
Create a Custom Tool
Update Custom Tool
Custom Tool Details
Create a Web Agent
Update Web Agent Settings
Delete Web Agent
List Web Agents
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Web Agent Created
Get web agent created within schedule time
Do thisActions
Action is the task that follows automatically within your Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
Create Prompt
Create and store a prompt for future use.
Create Pathway
Create a new conversational pathway.
Get All Pathways Information
Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.
Get Single Pathway Information
Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.
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Frequently Asked Questions
To start, connect both your Document360 and Bland.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Bland.ai (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Bland.ai. This includes choosing which data fields go into which fields of Bland.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Bland.ai 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 Document360 and Bland.ai. 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 Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
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