
When this happens...

Automatically do this!
Add Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Contact Created
Runs when new membership is created
Runs when new invoice is created
Runs when new payment arrives
Runs when a new event is created in your Wild Apricot account
Runs when a new refund is 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.
Add a new contact or member to your WildApricot account.
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To start, connect both your Document360 and Wildapricot accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Wildapricot (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Wildapricot. This includes choosing which data fields go into which fields of Wildapricot, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Wildapricot 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 Wildapricot. 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 MoreWildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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