Connect KanbanFlow and DocsBot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task Is Moved
Choose an Action
Automatically do this!
Ask Question
Create Web Source
Ready to use KanbanFlow and DocsBot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
Do thisActions
Action is the task that follows automatically within your KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
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Frequently Asked Questions
To start, connect both your KanbanFlow and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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.
Learn More
