Connect installhub and docupilot to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between installhub and docupilot?

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

Can we customize how data from installhub is recorded in docupilot?

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

How often does the data sync between installhub and docupilot?

The data sync between installhub and docupilot 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 installhub to docupilot?

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 installhub and docupilot?

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

installhub

About installhub

installHUB, the flexible solution helping you engage, track and manage customers and installation lifecycles with efficiency and simplicity.

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docupilot

About docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

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