Connect Documint and SERA Systems to Build Intelligent Automations
Enable Integrations or automations with these events of Documint and SERA Systems
Enable Integrations or automations with these events of Documint and SERA Systems
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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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Documint and SERA Systems accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in SERA Systems (or vice versa).
Absolutely. You can customize how Documint data is recorded in SERA Systems. This includes choosing which data fields go into which fields of SERA Systems, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and SERA Systems 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 SERA Systems. 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.
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About SERA Systems
Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.
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