Connect Document360 and Orderspace to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Create Customer
Create a Price List
Ready to use Document360 and Orderspace automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
New Dispatch
Triggers when a new dispatch is created.
New Invoice
Triggers when a new invoice is created.
New Order
Triggers when a new order is created.
New Payment
Triggers when a new payment is created.
New Product
Triggers when a new product is created.
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 Customer
Creating a new customer
Create a Price List
Create a new price list.
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Frequently Asked Questions
To start, connect both your Document360 and Orderspace accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Orderspace (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Orderspace. This includes choosing which data fields go into which fields of Orderspace, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Orderspace 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 Orderspace. 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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