Connect Document360 and retriever to Build Intelligent Automations

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

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

The data sync between Document360 and retriever 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.