Connect Documint and Agent AI to Build Intelligent Automations

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Documint

When this happens...

Choose an Action

Agent AI

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Trigger when a new template is created.

Request a new Trigger for Documint

Do thisActions

Action is the task that follows automatically within your Documint integrations.

Merge Template

Merge Template

Merge a Template

Update Document

Update Document

Update an Existing Document.

Delete Document

Delete Document

Delete a Document.

Web Page Content

Web Page Content

Extract text content from a specified web page or domain.

Web Page Screenshot

Web Page Screenshot

Capture a visual screenshot of a specified web page for documentation or analysis.

YouTube Video Transcript

YouTube Video Transcript

Fetches the transcript of a YouTube video using the video URL.

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Frequently Asked Questions

How do I start an integration between Documint and Agent AI?

To start, connect both your Documint and Agent AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Agent AI (or vice versa).

Can we customize how data from Documint is recorded in Agent AI?

Absolutely. You can customize how Documint data is recorded in Agent AI. This includes choosing which data fields go into which fields of Agent AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Documint and Agent AI?

The data sync between Documint and Agent AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Documint to Agent AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Documint and Agent AI?

Yes, you can set conditional logic to control the flow of data between Documint and Agent AI. 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.

Documint

About Documint

Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.

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Agent AI

About Agent AI

Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.

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