Connect Holded and DocsBot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Ask Question
Create Web Source
Ready to use Holded and DocsBot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
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Frequently Asked Questions
To start, connect both your Holded and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how Holded data is recorded in DocsBot. This includes choosing which data fields go into which fields of DocsBot, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and DocsBot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Holded and DocsBot. 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.
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn MoreAbout 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.
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