Connect Documint and Totango to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Get User
List Events
List Touchpoint Type
List Touchpoint Tags
List Activity Types
List Teams
List Objective Status
List Objective Category
List Objective Templates
List Tasks
Create Task
Ready to use Documint and Totango automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Trigger when a new template is created.
Do thisActions
Action is the task that follows automatically within your Documint integrations.
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
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Frequently Asked Questions
To start, connect both your Documint and Totango accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Totango (or vice versa).
Absolutely. You can customize how Documint data is recorded in Totango. This includes choosing which data fields go into which fields of Totango, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and Totango 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 Totango. 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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