Integrationsfunnelflaredocuments
funnelflare + documents

Connect funnelflare and documents to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between funnelflare and documents?

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

Can we customize how data from funnelflare is recorded in documents?

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

How often does the data sync between funnelflare and documents?

The data sync between funnelflare and documents 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 funnelflare to documents?

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 funnelflare and documents?

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

funnelflare

About funnelflare

FunnelFLARE is a sales process automation platform that helps sales people sell faster by automating the common tasks that sap away profitable selling time.

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documents

About documents

The otris solution platform (Documents) is an ECM platform for managing documents and business processes.

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