
When this happens...

Automatically do this!
Create Role
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered upon creation and submission of a new form.
Action is the task that follows automatically within your Document360 integrations.
Creates a new document
Updates the details of the document by it's id.
Create Role

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Document360 and Bika.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Bika.ai (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Bika.ai. This includes choosing which data fields go into which fields of Bika.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Bika.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 Bika.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.
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 MoreBika.ai is an innovative platform leveraging artificial intelligence to enhance business processes and decision-making. It offers AI-driven solutions that help organizations automate tasks, analyze data, and gain insights to improve efficiency and productivity.
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