Connect Document360 and beau to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

beau

Automatically do this!

Enable Integrations or automations with these events of Document360 and beau

Enable Integrations or automations with these events of Document360 and beau

Actions

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

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Frequently Asked Questions

How do I start an integration between Document360 and beau?

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

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

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

How often does the data sync between Document360 and beau?

The data sync between Document360 and beau 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 beau?

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 beau?

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

About beau

Turn client-facing workflows into client portals: collect form submissions, documents and files, accept payments, send messages and reminders, approve steps or request changes.

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