Connect recatch and documents to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between recatch and documents?

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

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

Absolutely. You can customize how recatch 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 recatch and documents?

The data sync between recatch 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 recatch 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 recatch and documents?

Yes, you can set conditional logic to control the flow of data between recatch 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.

recatch

About recatch

Re:catch is a sales funnel automation software that allows revenue teams to book instant meetings with customers in their demo page.

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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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