
When this happens...
New Template

Automatically do this!
Add Activity From Third Party Source
Add Contact From Third Party Source
List Contact Custom Fields
List Activity Types
List Segments
List Tags
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new template is created.
Action is the task that follows automatically within your Documint integrations.
Merge a Template
Update an Existing Document.
Delete a Document.
Adds an activity to a contact in your room.
Adds a contact to your room.
Get all the contact custom fields from Common Room

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Documint and Common Room accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Common Room (or vice versa).
Absolutely. You can customize how Documint data is recorded in Common Room. This includes choosing which data fields go into which fields of Common Room, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and Common Room 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 Common Room. 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 is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
Learn MoreCommon Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
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