Connect Easybroker and Documo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
Property Created or Updated
Choose an Action
Automatically do this!
- Request a new Action for Documo
Enable Integrations or automations with these events of Easybroker and Documo
Enable Integrations or automations with these events of Easybroker and Documo
Triggers
New Contact Created
Runs when new contact is created
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Property Created or Updated
Runs when property changes
Actions
List All Contacts
Get all EasyBroker contacts
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get All Contact Requests
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 Contact By ID
Get a contact's details by contact ID.
Get Property By ID
Get the details of a specific property .
List All Collaborations
Show all collaborations for the connected EasyBroker account
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Frequently Asked Questions
To start, connect both your Easybroker and Documo accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Documo (or vice versa).
Absolutely. You can customize how Easybroker data is recorded in Documo. This includes choosing which data fields go into which fields of Documo, setting up custom formats, and filtering out unwanted information.
The data sync between Easybroker and Documo 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 Documo. 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout Documo
Documo is a platform that offers a suite of document management and digital transformation tools designed to streamline business processes. It provides solutions for electronic signatures, document storage, and secure document sharing, making it easier for businesses to manage their paperwork digitally.
Learn More
