Connect Optform and documents to Build Intelligent Automations

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Optform

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documents

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Enable Integrations or automations with these events of Optform and documents

Enable Integrations or automations with these events of Optform and documents

Triggers

Receives New Form Submission

Receives New Form Submission

Runs when a new form submission is received in Optform.

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Frequently Asked Questions

How do I start an integration between Optform and documents?

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

Can we customize how data from Optform is recorded in documents?

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

How often does the data sync between Optform and documents?

The data sync between Optform and documents 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 Optform to documents?

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 Optform and documents?

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

Optform

About Optform

Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.

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documents

About documents

The otris solution platform (Documents) is an ECM platform for managing documents and business processes.

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