Connect Document360 and Drift to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Update Known Contact
Create or Update Contact From External
Find User by End User Id
Find User by Anonymous Id
Enable Integrations or automations with these events of Document360 and Drift
Enable Integrations or automations with these events of Document360 and Drift
Actions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
Update Known Contact
Updates an existing contact.
Create or Update Contact From External
Creates or updates a contact.
Find User by End User Id
Lookup User information by their end user id.
Find User by Anonymous Id
Lookup data for an existing user by their anonymous id.
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Frequently Asked Questions
To start, connect both your Document360 and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Drift (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Drift 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 Drift. 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 Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
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