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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Trigger when a new template is created.
Do thisActions
Action is the task that follows automatically within your Email integrations.
Send approval email
Ask someone to review or approve a step and capture their response via action buttons
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
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Frequently Asked Questions
To start, connect both your Email and Documint accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Documint (or vice versa).
Absolutely. You can customize how Email data is recorded in Documint. This includes choosing which data fields go into which fields of Documint, setting up custom formats, and filtering out unwanted information.
The data sync between Email and Documint 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 Email and Documint. 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 Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
Learn MoreAbout Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
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