Connect sales-innovator and doxi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between sales-innovator and doxi?

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

Can we customize how data from sales-innovator is recorded in doxi?

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

How often does the data sync between sales-innovator and doxi?

The data sync between sales-innovator and doxi 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 sales-innovator to doxi?

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 sales-innovator and doxi?

Yes, you can set conditional logic to control the flow of data between sales-innovator and doxi. 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.

sales-innovator

About sales-innovator

Sales innovator is the platform, where you can create campaigns by using sales robot to send email. All types of email analytics are available on sales innovator.

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doxi

About doxi

Doxi is a digital signature system for organizational processes that allow the distribution of documents for the participants' signatures.

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