Connect Document360 and Copilot CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Document360 and Copilot CRM
Enable Integrations or automations with these events of Document360 and Copilot CRM
Actions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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Know More About Document360 and Copilot Crm Integrations
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Frequently Asked Questions
To start, connect both your Document360 and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Copilot CRM 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 Copilot CRM. 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.
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About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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