Connect emailplatform and docsend to Build Intelligent Automations
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- Request a new Action for docsend
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Frequently Asked Questions
To start, connect both your emailplatform and docsend accounts to viaSocket. Once connected, you can set up a workflow where an event in emailplatform triggers actions in docsend (or vice versa).
Absolutely. You can customize how emailplatform data is recorded in docsend. This includes choosing which data fields go into which fields of docsend, setting up custom formats, and filtering out unwanted information.
The data sync between emailplatform and docsend 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 emailplatform and docsend. 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 emailplatform
MarketingPlatform is a SaaS for marketing automation, designing campaigns, retrieving leads and powerful segmentation for targeted messages.
Learn MoreAbout docsend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
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