Connect Documint and rollworks to Build Intelligent Automations

Choose a Trigger

Documint

When this happens...

Choose an Action

rollworks

Automatically do this!

Enable Integrations or automations with these events of Documint and rollworks

Enable Integrations or automations with these events of Documint and rollworks

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 rollworks?

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

Can we customize how data from Documint is recorded in rollworks?

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

How often does the data sync between Documint and rollworks?

The data sync between Documint and rollworks 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 rollworks?

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 rollworks?

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

About rollworks

RollWorks combines lead generation with marketing and sales automation. They work with B2B companies to help them acquire new clients.

Learn More