Connect Document360 and virtually to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
- Request a new Action for virtually
Enable Integrations or automations with these events of Document360 and virtually
Enable Integrations or automations with these events of Document360 and virtually
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Document360 and virtually accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in virtually (or vice versa).
Absolutely. You can customize how Document360 data is recorded in virtually. This includes choosing which data fields go into which fields of virtually, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and virtually 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 virtually. 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 virtually
Virtually is the easiest way to automate the backend for your live training program on Zoom. Schedule live sessions, send reminders, and track attendance from one place.
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