Integrations Document360 Intelli Messaging
Document360 + Intelli Messaging

Connect Document360 and Intelli Messaging to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

Intelli Messaging

Automatically do this!

Enable Integrations or automations with these events of Document360 and Intelli Messaging

Enable Integrations or automations with these events of Document360 and Intelli Messaging

Actions

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

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Frequently Asked Questions

How do I start an integration between Document360 and Intelli Messaging?

To start, connect both your Document360 and Intelli Messaging accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Intelli Messaging (or vice versa).

Can we customize how data from Document360 is recorded in Intelli Messaging?

Absolutely. You can customize how Document360 data is recorded in Intelli Messaging. This includes choosing which data fields go into which fields of Intelli Messaging, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Document360 and Intelli Messaging?

The data sync between Document360 and Intelli Messaging typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Document360 to Intelli Messaging?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Document360 and Intelli Messaging?

Yes, you can set conditional logic to control the flow of data between Document360 and Intelli Messaging. 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.