Connect Tess and Documint to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tess
Choose an Action
Automatically do this!
List Templates
Add Content To Template
Update Document
Delete Document
Ready to use Tess and Documint automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Trigger when a new template is created.
Do thisActions
Action is the task that follows automatically within your Tess integrations.
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
List Templates
Get all templates
Add Content To Template
Add content to a template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
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Frequently Asked Questions
To start, connect both your Tess and Documint accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Documint (or vice versa).
Absolutely. You can customize how Tess data is recorded in Documint. This includes choosing which data fields go into which fields of Documint, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and Documint 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 Tess and Documint. 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 Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn MoreAbout Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
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