Connect Document360 and bot9 to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

bot9

Automatically do this!

Enable Integrations or automations with these events of Document360 and bot9

Enable Integrations or automations with these events of Document360 and bot9

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.

Request a new Action for Document360

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Frequently Asked Questions

How do I start an integration between Document360 and bot9?

To start, connect both your Document360 and bot9 accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in bot9 (or vice versa).

Can we customize how data from Document360 is recorded in bot9?

Absolutely. You can customize how Document360 data is recorded in bot9. This includes choosing which data fields go into which fields of bot9, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Document360 and bot9?

The data sync between Document360 and bot9 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 bot9?

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 bot9?

Yes, you can set conditional logic to control the flow of data between Document360 and bot9. 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.