Connect Sendme and Document360 to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Update Contact
Choose an Action
Automatically do this!
Create a Document
Update a Document
Ready to use Sendme and Document360 automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Update Contact
Triggers when a contact is created or Updated.
Do thisActions
Action is the task that follows automatically within your Sendme integrations.
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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Frequently Asked Questions
To start, connect both your Sendme and Document360 accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in Document360 (or vice versa).
Absolutely. You can customize how Sendme 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 Sendme 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 Sendme 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
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.
Learn More
