Connect solo and docsend to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between solo and docsend?

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

Can we customize how data from solo is recorded in docsend?

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

How often does the data sync between solo and docsend?

The data sync between solo and docsend 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 solo to docsend?

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 solo and docsend?

Yes, you can set conditional logic to control the flow of data between solo and docsend. 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.

solo

About solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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docsend

About docsend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

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