Connect elective and docupilot to Build Intelligent Automations

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elective

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docupilot

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Integrate elective with your favorite apps

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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

How do I start an integration between elective and docupilot?

To start, connect both your elective and docupilot accounts to viaSocket. Once connected, you can set up a workflow where an event in elective triggers actions in docupilot (or vice versa).

Can we customize how data from elective is recorded in docupilot?

Absolutely. You can customize how elective data is recorded in docupilot. This includes choosing which data fields go into which fields of docupilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between elective and docupilot?

The data sync between elective and docupilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from elective to docupilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between elective and docupilot?

Yes, you can set conditional logic to control the flow of data between elective and docupilot. 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.

elective

About elective

Elective gives your customers the freedom to pay over time while you get paid upfront. It’s a win-win.

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docupilot

About docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

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