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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact added
Start a workflow for each contact added to your Routee account.
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.
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
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Frequently Asked Questions
To start, connect both your Document360 and Routee accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Routee (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Routee. This includes choosing which data fields go into which fields of Routee, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Routee 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 Routee. 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.
Learn MoreAbout Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
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