Connect Privyr and Microsoft Word to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
Do thisActions
Action is the task that follows automatically within your Privyr integrations.
Create Client
Creates a new client
Create Document
Creates a new Microsoft Word document from a template or blank.
Get all documents
Get an all existing document.
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Frequently Asked Questions
To start, connect both your Privyr and Microsoft Word accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Microsoft Word (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Microsoft Word. This includes choosing which data fields go into which fields of Microsoft Word, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Microsoft Word 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 Privyr and Microsoft Word. 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 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.
Learn MoreAbout Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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