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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 Engage integrations.
Create Customer
Adds a new customer to your Engage account.
Track User Event
Record an event on a user's profile in Engage.
List or Find Users
Retrieve users from Engage — get all users or find a specific user by email or user ID.
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 Engage and Documint accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Documint (or vice versa).
Absolutely. You can customize how Engage 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 Engage 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 Engage 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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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