Connect Document360 and attach to Build Intelligent Automations

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attach

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Frequently Asked Questions

How do I start an integration between Document360 and attach?

To start, connect both your Document360 and attach accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in attach (or vice versa).

Can we customize how data from Document360 is recorded in attach?

Absolutely. You can customize how Document360 data is recorded in attach. This includes choosing which data fields go into which fields of attach, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Document360 and attach?

The data sync between Document360 and attach 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 Document360 to attach?

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 Document360 and attach?

Yes, you can set conditional logic to control the flow of data between Document360 and attach. 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.

Document360

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.

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attach

About attach

Attach is a sales engagement tool that lets you manage, track and control the sales collateral you share.

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