IntegrationsDocument360Prequal Solutions
Document360 + Prequal Solutions

Connect Document360 and Prequal Solutions to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

Prequal Solutions

Automatically do this!

Enable Integrations or automations with these events of Document360 and Prequal Solutions

Enable Integrations or automations with these events of Document360 and Prequal Solutions

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 Prequal Solutions?

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

Can we customize how data from Document360 is recorded in Prequal Solutions?

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

How often does the data sync between Document360 and Prequal Solutions?

The data sync between Document360 and Prequal Solutions 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 Prequal Solutions?

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 Prequal Solutions?

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

Document360

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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Prequal Solutions

About Prequal Solutions

Prequal Solutions allows access to Fraud Protection Network's platform for credit prequalifications.

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