Connect Documint and calltrackingmetrics to Build Intelligent Automations
Enable Integrations or automations with these events of Documint and calltrackingmetrics
Enable Integrations or automations with these events of Documint and calltrackingmetrics
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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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Documint and calltrackingmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in calltrackingmetrics (or vice versa).
Absolutely. You can customize how Documint data is recorded in calltrackingmetrics. This includes choosing which data fields go into which fields of calltrackingmetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and calltrackingmetrics 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 calltrackingmetrics. 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.
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About calltrackingmetrics
CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.
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