Connect Document360 and CRM In Cloud to Build Intelligent Automations
Enable Integrations or automations with these events of Document360 and CRM In Cloud
Enable Integrations or automations with these events of Document360 and CRM In Cloud
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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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Document360 and CRM In Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in CRM In Cloud (or vice versa).
Absolutely. You can customize how Document360 data is recorded in CRM In Cloud. This includes choosing which data fields go into which fields of CRM In Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and CRM In Cloud 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 CRM In Cloud. 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 CRM In Cloud
CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.
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