Connect Insighto.ai and DocuMocu to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Insighto.ai integrations.
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
Create a Category
Create a new category.
Archive a Document
Moves a document to archive. Can be restored later.
Create a Contact
Create a new contact and use it to create document recipients.
Create a Document
Create a new document.
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Frequently Asked Questions
To start, connect both your Insighto.ai and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Insighto.ai data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between Insighto.ai and DocuMocu 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 Insighto.ai and DocuMocu. 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 Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
Learn MoreAbout DocuMocu
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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