Connect Runo CRM and docusoft to Build Intelligent Automations
Enable Integrations or automations with these events of Runo CRM and docusoft
Enable Integrations or automations with these events of Runo CRM and docusoft
Actions
Create Allocation
Creates a new allocation.
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Frequently Asked Questions
To start, connect both your Runo CRM and docusoft accounts to viaSocket. Once connected, you can set up a workflow where an event in Runo CRM triggers actions in docusoft (or vice versa).
Absolutely. You can customize how Runo CRM data is recorded in docusoft. This includes choosing which data fields go into which fields of docusoft, setting up custom formats, and filtering out unwanted information.
The data sync between Runo CRM and docusoft 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 Runo CRM and docusoft. 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 docusoft
Docusoft is a document management, workflow processes and document delivery tool to organize and keep clients documents in one central cloud storage which makes it easy to access and review.
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