Connect docusoft and Email to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docusoft
Choose an Action
Automatically do this!
Send approval email
Enable Integrations or automations with these events of docusoft and Email
Enable Integrations or automations with these events of docusoft and Email
Actions
Send approval email
Ask someone to review or approve a step and capture their response via action buttons
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your docusoft and Email accounts to viaSocket. Once connected, you can set up a workflow where an event in docusoft triggers actions in Email (or vice versa).
Absolutely. You can customize how docusoft data is recorded in Email. This includes choosing which data fields go into which fields of Email, setting up custom formats, and filtering out unwanted information.
The data sync between docusoft and Email 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 docusoft and Email. 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 docusoft
Docusoft is a document management, workflow processes and document delivery tool to organize and keep clients documents in one central cloud storage which makes it easy to access and review.
Learn MoreAbout Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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