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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Contact is added to any list.
Triggers when a new list Created.
Trigger when a New Tag created.
Action is the task that follows automatically within your Document360 integrations.
Creates a new document
Updates the details of the document by it's id.
Creates a new contact in SendX.
Update a contact in SendX.
Creates a contact in SendX.
Unsubscribe a Contact in SendX.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Document360 and SendX accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in SendX (or vice versa).
Absolutely. You can customize how Document360 data is recorded in SendX. This includes choosing which data fields go into which fields of SendX, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and SendX 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 SendX. 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 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 MoreSendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
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