Integrations Documint Surf for Brands
Documint + Surf for Brands

Connect Documint and Surf for Brands to Build Intelligent Automations

Choose a Trigger

Documint

When this happens...

Choose an Action

Surf for Brands

Automatically do this!

Enable Integrations or automations with these events of Documint and Surf for Brands

Enable Integrations or automations with these events of Documint and Surf for Brands

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 Surf for Brands?

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

Can we customize how data from Documint is recorded in Surf for Brands?

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

How often does the data sync between Documint and Surf for Brands?

The data sync between Documint and Surf for Brands 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 Surf for Brands?

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 Surf for Brands?

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

About Surf for Brands

Surf for Brands provides the ability to collect, segment, and activate your first-party audience data

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