Connect Documint and bdx leads to Build Intelligent Automations
Enable Integrations or automations with these events of Documint and bdx leads
Enable Integrations or automations with these events of Documint and bdx leads
Triggers
New Template
Trigger when a new template is created.
Actions
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
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Frequently Asked Questions
To start, connect both your Documint and bdx leads accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in bdx leads (or vice versa).
Absolutely. You can customize how Documint data is recorded in bdx leads. This includes choosing which data fields go into which fields of bdx leads, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and bdx leads 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 Documint and bdx leads. 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 Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
Learn More
About bdx leads
The BDX Leads app allows BDX listings clients to automatically port their BDX leads into any number of popular CRM systems without any coding. This setup can be completed in as little as 30 minutes.
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