
When this happens...
New Contact Created
New Contact Request

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in EasyBroker.
Triggers when a new contact request is created in EasyBroker.
Action is the task that follows automatically within your Easybroker integrations.
Creates a Contact Request in your EasyBroker account for a lead.
Returns a list of the contact requests in a given period or for a specific property, if no parameters are provided all the contact requests will be returned
Get a contact's details by contact ID.
Get the details of a specific property using its property ID.
Show all collaborations for the connected EasyBroker account
Get all property features from your EasyBroker account.

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To start, connect both your Easybroker and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how Easybroker data is recorded in DocsBot. This includes choosing which data fields go into which fields of DocsBot, setting up custom formats, and filtering out unwanted information.
The data sync between Easybroker and DocsBot 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 Easybroker and DocsBot. 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.
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreDocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
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