viaSocket

Connect Needle and doxi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Needle and doxi?

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

Can we customize how data from Needle is recorded in doxi?

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

How often does the data sync between Needle and doxi?

The data sync between Needle and doxi 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 Needle to doxi?

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 Needle and doxi?

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

Needle

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

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doxi

About doxi

Doxi is a digital signature system for organizational processes that allow the distribution of documents for the participants' signatures.

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