Connect SimpleKPI and documents to Build Intelligent Automations
Enable Integrations or automations with these events of SimpleKPI and documents
Enable Integrations or automations with these events of SimpleKPI and documents
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.
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Frequently Asked Questions
To start, connect both your SimpleKPI and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in documents (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and documents 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 documents. 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.
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About documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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