Connect doxi and Eway CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for doxi
Choose an Action
Automatically do this!
- Request a new Action for Eway CRM
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your doxi and Eway CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in doxi triggers actions in Eway CRM (or vice versa).
Absolutely. You can customize how doxi data is recorded in Eway CRM. This includes choosing which data fields go into which fields of Eway CRM, setting up custom formats, and filtering out unwanted information.
The data sync between doxi and Eway CRM 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 Eway CRM. 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 Eway CRM
eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.
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