Connect Documint and Referral Rock to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
- Request a new Action for Referral Rock
Enable Integrations or automations with these events of Documint and Referral Rock
Enable Integrations or automations with these events of Documint and Referral Rock
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 Referral Rock accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Referral Rock (or vice versa).
Absolutely. You can customize how Documint data is recorded in Referral Rock. This includes choosing which data fields go into which fields of Referral Rock, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and Referral Rock 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 Referral Rock. 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 MoreAbout Referral Rock
Referral Rock helps businesses to design, track and manage referral programs.
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