Connect Document360 and Orderry to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Create Task
Create Comment on Task
Create Order Comment
Create Comment for Invoice
Create Client
Update Contact
Create Inquiry
Create Payment
Update Task
Ready to use Document360 and Orderry automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when New Task.
Do thisActions
Action is the task that follows automatically within your Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
Create Task
Create a Task
Create Comment on Task
Create Comment on Task
Create Order Comment
Add a comment to a specific order.
Create Comment for Invoice
Use this method to add comments to the invoice's Event Feed.
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Frequently Asked Questions
To start, connect both your Document360 and Orderry accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Orderry (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Orderry. This includes choosing which data fields go into which fields of Orderry, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Orderry 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 Orderry. 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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