Connect Privyr and docsend to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Privyr and docsend?

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

Can we customize how data from Privyr is recorded in docsend?

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

How often does the data sync between Privyr and docsend?

The data sync between Privyr and docsend 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 Privyr to docsend?

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 Privyr and docsend?

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

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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docsend

About docsend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

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