Connect infinitecrm and Documint to Build Intelligent Automations
Enable Integrations or automations with these events of infinitecrm and Documint
Enable Integrations or automations with these events of infinitecrm and Documint
Triggers
New Template
Trigger when a new template is created.
Actions
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your infinitecrm and Documint accounts to viaSocket. Once connected, you can set up a workflow where an event in infinitecrm triggers actions in Documint (or vice versa).
Absolutely. You can customize how infinitecrm data is recorded in Documint. This includes choosing which data fields go into which fields of Documint, setting up custom formats, and filtering out unwanted information.
The data sync between infinitecrm and Documint 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 infinitecrm and Documint. 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 infinitecrm
InfiniteCRM is a CRM platform designed to meet the needs of different business areas, from sales force to marketing, customer care to call centre. InfiniteCRM boosts your business by creating winning, enduring relationships with leads, prospects, customers and partners.
Learn MoreAbout Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
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