Connect NEXT and Documint to Build Intelligent Automations
Ready to use NEXT and Documint automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Trigger when a new template is created.
Do thisActions
Action is the task that follows automatically within your NEXT integrations.
Find Account
Find an account in Next
Create a New Account
Creates a new account in next.
Create Highlight
Create a highlight
Create Recording
Create a recording in Next
Merge Template
Merge a Template
Update Document
Update an Existing Document.
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Frequently Asked Questions
To start, connect both your NEXT and Documint accounts to viaSocket. Once connected, you can set up a workflow where an event in NEXT triggers actions in Documint (or vice versa).
Absolutely. You can customize how NEXT data is recorded in Documint. This includes choosing which data fields go into which fields of Documint, setting up custom formats, and filtering out unwanted information.
The data sync between NEXT and Documint 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 NEXT and Documint. 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 NEXT
Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.
Learn MoreAbout Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
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