Connect doxi and causevid essentials to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for doxi
Choose an Action
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- Request a new Action for causevid essentials
Integrate doxi with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your doxi and causevid essentials accounts to viaSocket. Once connected, you can set up a workflow where an event in doxi triggers actions in causevid essentials (or vice versa).
Absolutely. You can customize how doxi data is recorded in causevid essentials. This includes choosing which data fields go into which fields of causevid essentials, setting up custom formats, and filtering out unwanted information.
The data sync between doxi and causevid essentials 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 doxi and causevid essentials. 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 doxi
Doxi is a digital signature system for organizational processes that allow the distribution of documents for the participants' signatures.
Learn MoreAbout causevid essentials
CauseVid makes it easy to send personalized video messages to wow donors and put a human face on every interaction.
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