Connect documently and Tactful UCX to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for documently
Choose an Action
Automatically do this!
- Request a new Action for Tactful UCX
Integrate documently with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your documently and Tactful UCX accounts to viaSocket. Once connected, you can set up a workflow where an event in documently triggers actions in Tactful UCX (or vice versa).
Absolutely. You can customize how documently data is recorded in Tactful UCX. This includes choosing which data fields go into which fields of Tactful UCX, setting up custom formats, and filtering out unwanted information.
The data sync between documently and Tactful UCX 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 documently and Tactful UCX. 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 documently
Documently makes it easy to collect documents using industry-specific templates. Entire Document collection lifecycle in one place.
Learn MoreAbout Tactful UCX
Tactful Unified Cognitive Customer Experience Platform is the next generation omnichannel customer experience technology that helps your business achieve the best results across touchpoints using AI and data centric approach.
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