Connect docupilot and Geckoboard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docupilot
Choose an Action
Automatically do this!
Add Record to Dataset
Enable Integrations or automations with these events of docupilot and Geckoboard
Enable Integrations or automations with these events of docupilot and Geckoboard
Actions
Add Record to Dataset
Add a record to an existing dataset
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your docupilot and Geckoboard accounts to viaSocket. Once connected, you can set up a workflow where an event in docupilot triggers actions in Geckoboard (or vice versa).
Absolutely. You can customize how docupilot data is recorded in Geckoboard. This includes choosing which data fields go into which fields of Geckoboard, setting up custom formats, and filtering out unwanted information.
The data sync between docupilot and Geckoboard 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 docupilot and Geckoboard. 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 docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn MoreAbout Geckoboard
Geckoboard is a data visualization tool that helps teams focus on key metrics by providing real-time dashboards to monitor business performance. It allows users to connect to a variety of data sources and create custom dashboards to display their most important data visually.
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