Connect docupilot and Week Plan to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between docupilot and Week Plan?

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

Can we customize how data from docupilot is recorded in Week Plan?

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

How often does the data sync between docupilot and Week Plan?

The data sync between docupilot and Week Plan 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 docupilot to Week Plan?

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 docupilot and Week Plan?

Yes, you can set conditional logic to control the flow of data between docupilot and Week Plan. 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.

docupilot

About docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

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Week Plan

About Week Plan

Online weekly planner that helps you focus on what matters rather than just on getting things done.

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