Connect finom and docsend to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between finom and docsend?

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

Can we customize how data from finom is recorded in docsend?

Absolutely. You can customize how finom 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.

How often does the data sync between finom and docsend?

The data sync between finom and docsend 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 finom to docsend?

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 finom and docsend?

Yes, you can set conditional logic to control the flow of data between finom 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.

finom

About finom

FINOM is a financial service that combines a banking business account, invoicing, and accounting software integration

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docsend

About 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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