Connect SimpleKPI and DocsBot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SimpleKPI
Choose an Action
Automatically do this!
Ask Question
Create Web Source
Enable Integrations or automations with these events of SimpleKPI and DocsBot
Enable Integrations or automations with these events of SimpleKPI and DocsBot
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
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Frequently Asked Questions
To start, connect both your SimpleKPI and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in DocsBot. This includes choosing which data fields go into which fields of DocsBot, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and DocsBot 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 SimpleKPI and DocsBot. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreAbout DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
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