Connect revaluate and Document360 to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for revaluate
Choose an Action
Automatically do this!
Create a Document
Update a Document
Enable Integrations or automations with these events of revaluate and Document360
Enable Integrations or automations with these events of revaluate and Document360
Actions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your revaluate and Document360 accounts to viaSocket. Once connected, you can set up a workflow where an event in revaluate triggers actions in Document360 (or vice versa).
Absolutely. You can customize how revaluate data is recorded in Document360. This includes choosing which data fields go into which fields of Document360, setting up custom formats, and filtering out unwanted information.
The data sync between revaluate and Document360 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 revaluate and Document360. 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 revaluate
Revaluate is an artificial intelligence platform for the real estate and mortgage industries that helps agents and loan officers know when they contacts are likely to move.
Learn MoreAbout Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
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