Connect Fellow and docubee to Build Intelligent Automations

Choose a Trigger

Fellow

When this happens...

Choose an Action

docubee

Automatically do this!

Enable Integrations or automations with these events of Fellow and docubee

Enable Integrations or automations with these events of Fellow and docubee

Actions

List Action Items

List Action Items

Show meeting action items

Mark Action Item Complete

Mark Action Item Complete

Mark or unmark an action item

Archive Action Item

Archive Action Item

Archive an action item

List Meeting Recordings

List Meeting Recordings

Find meeting recordings

Retrieve Recording

Retrieve Recording

Get a meeting recording

List Meeting Notes

List Meeting Notes

Get meeting notes and actions

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

How do I start an integration between Fellow and docubee?

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

Can we customize how data from Fellow is recorded in docubee?

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

How often does the data sync between Fellow and docubee?

The data sync between Fellow and docubee 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 Fellow to docubee?

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 Fellow and docubee?

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