Connect Harvestr and DocsBot
Integrate Harvestr with DocsBot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Ask Question in Docsbot when New User Is Created in Harvestr
Create Web Source in Docsbot when New User Is Created in Harvestr
Ask Question in Docsbot when Company Is Created in Harvestr
Create Web Source in Docsbot when Company Is Created in Harvestr
Ask Question in Docsbot when New Discovery Created in Harvestr
Popular Harvestr + DocsBot flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an action
DocsBot
Automatically do this!
Ask Question
Create Web Source
Ask Question in Docsbot when New User Is Created in Harvestr
Use this flowCreate Web Source in Docsbot when New User Is Created in Harvestr
Use this flowAsk Question in Docsbot when Company Is Created in Harvestr
Use this flowCreate Web Source in Docsbot when Company Is Created in Harvestr
Use this flowAsk Question in Docsbot when New Discovery Created in Harvestr
Use this flowCreate Web Source in Docsbot when New Discovery Created in Harvestr
Use this flowAsk Question in Docsbot when New Message Created in Harvestr
Use this flowCreate Web Source in Docsbot when New Message Created in Harvestr
Use this flowAsk Question in Docsbot when New Submitter in Harvestr
Use this flowCreate Web Source in Docsbot when New Submitter in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and DocsBot.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
About DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvestr and DocsBot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Harvestr and DocsBot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach DocsBot. No coding required.
Yes. You can set up a workflow where Harvestr triggers actions in DocsBot, and a separate workflow where DocsBot triggers actions in Harvestr. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Harvestr and DocsBot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr and DocsBot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
