Connect gate and docusoft to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between gate and docusoft?

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

Can we customize how data from gate is recorded in docusoft?

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

How often does the data sync between gate and docusoft?

The data sync between gate and docusoft 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 gate to docusoft?

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 gate and docusoft?

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

gate

About gate

Cody is an AI-powered tool designed to assist businesses in automating tasks, improving productivity, and enhancing decision-making processes. It leverages artificial intelligence to provide insights, automate workflows, and facilitate seamless communication within organizations.

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docusoft

About docusoft

Docusoft is a document management, workflow processes and document delivery tool to organize and keep clients documents in one central cloud storage which makes it easy to access and review.

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