Integrations Documint OMG Sales Assessments
Documint + OMG Sales Assessments

Connect Documint and OMG Sales Assessments to Build Intelligent Automations

Choose a Trigger

Documint

When this happens...

Choose an Action

OMG Sales Assessments

Automatically do this!

Enable Integrations or automations with these events of Documint and OMG Sales Assessments

Enable Integrations or automations with these events of Documint and OMG Sales Assessments

Triggers

New Template

New Template

Trigger when a new template is created.

Request a new Trigger for Documint

Actions

Merge Template

Merge Template

Merge a Template

Update Document

Update Document

Update an Existing Document.

Delete Document

Delete Document

Delete a Document.

Request a new Action for Documint

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Frequently Asked Questions

How do I start an integration between Documint and OMG Sales Assessments?

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

Can we customize how data from Documint is recorded in OMG Sales Assessments?

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

How often does the data sync between Documint and OMG Sales Assessments?

The data sync between Documint and OMG Sales Assessments 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 OMG Sales Assessments?

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 OMG Sales Assessments?

Yes, you can set conditional logic to control the flow of data between Documint and OMG Sales Assessments. 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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OMG Sales Assessments

About OMG Sales Assessments

Objective Management Group's (OMG) Sales Candidate Assessment is a sales-specific screening tool that provides an analysis of a candidate's skills, strengths and capabilities, and recommends whether to move forward with an interview.

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