Connect Document360 and Customers.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Create Contact
Enable Integrations or automations with these events of Document360 and Customers.ai
Enable Integrations or automations with these events of Document360 and Customers.ai
Actions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Explore more automations built by businesses and experts
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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
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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 Customers.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Customers.ai (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Customers.ai. This includes choosing which data fields go into which fields of Customers.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Customers.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 Customers.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.
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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
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