Connect Document360 and playbook to Build Intelligent Automations
Enable Integrations or automations with these events of Document360 and playbook
Enable Integrations or automations with these events of Document360 and playbook
Actions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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Frequently Asked Questions
To start, connect both your Document360 and playbook accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in playbook (or vice versa).
Absolutely. You can customize how Document360 data is recorded in playbook. This includes choosing which data fields go into which fields of playbook, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and playbook 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 playbook. 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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About playbook
Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.
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