Connect Document360 and Contacts+ to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Create Contact
Get Account Information
Get Teams
Ready to use Document360 and Contacts+ automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to your Contacts+ account.
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
Contact Updated
Triggers when a contact is updated from your Contacts+ account.
New Tag
Triggers when a tag is added from your Contacts+ account.
New Tag Deleted
Triggers when a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
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 Contact
Creates a contact.
Get Account Information
Fetches the authenticated user’s account information .
Get Teams
Gets a list of teams that the user is a member of.
Know More About Document360 and Contacts Plus Integrations
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Frequently Asked Questions
To start, connect both your Document360 and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Contacts+ (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Contacts+ 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 Contacts+. 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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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