Connect Engage and pepadocs to Build Intelligent Automations

Choose a Trigger

Engage

When this happens...

Choose an Action

pepadocs

Automatically do this!

Enable Integrations or automations with these events of Engage and pepadocs

Enable Integrations or automations with these events of Engage and pepadocs

Actions

Create New Customer

Create New Customer

Create a new customer.

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List All Customers

List All Customers

List all customers and their details.

Request a new Action for Engage

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Frequently Asked Questions

How do I start an integration between Engage and pepadocs?

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

Can we customize how data from Engage is recorded in pepadocs?

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

How often does the data sync between Engage and pepadocs?

The data sync between Engage and pepadocs 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 Engage to pepadocs?

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 Engage and pepadocs?

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

Engage

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.

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pepadocs

About pepadocs

PepaDocs is a tool used to create intervention reports. A team can use PepaDocs on various missions to edit, create, manage or classify any type of report based on available or custom templates, directly on a smartphone, computer or a tablet.

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