Enable Integrations or automations with these events of Documint and Sales.Rocks
Trigger when a new template is created.
Merge a Template
Update an Existing Document.
Delete a Document.
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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 Sales.Rocks accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Sales.Rocks (or vice versa).
Absolutely. You can customize how Documint data is recorded in Sales.Rocks. This includes choosing which data fields go into which fields of Sales.Rocks, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and Sales.Rocks 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 Sales.Rocks. 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 MoreSales.Rocks is a sales enablement tool that helps companies fill their sales pipeline by allowing them to get quick access to full company and contact data from Europe, United States and Canada.
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