
When this happens...

Automatically do this!
Get Session Details
Get Highlight Details
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Action is the task that follows automatically within your DocuMocu integrations.
Create a new category.
Moves a document to archive. Can be restored later.
Create a new contact and use it to create document recipients.
Create a new document.
Create a new product and use it quickly add products to pricing tables in documents.
Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.
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To start, connect both your DocuMocu and Hedy AI accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Hedy AI (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Hedy AI. This includes choosing which data fields go into which fields of Hedy AI, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Hedy AI 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 DocuMocu and Hedy AI. 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.
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
Learn MoreHedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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