
When this happens...
New Contact Is Created
New Email

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact is created
Triggers when new email is created.
Action is the task that follows automatically within your Microsoft Outlook integrations.
Create a new contact.
Create a new draft email
Create an event in the specified calendar.
Delete an existing event
Send an email from your Outlook account.
Update an existing contact

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To start, connect both your Microsoft Outlook and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook 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.
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn MoreDocsBot 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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