
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Document360 and wequote
Creates a new document
Updates the details of the document by it's id.
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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 wequote accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in wequote (or vice versa).
Absolutely. You can customize how Document360 data is recorded in wequote. This includes choosing which data fields go into which fields of wequote, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and wequote 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 wequote. 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 MoreWeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.
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