Connect Totango and docugenerate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Totango
Choose an Action
Automatically do this!
- Request a new Action for docugenerate
Enable Integrations or automations with these events of Totango and docugenerate
Enable Integrations or automations with these events of Totango and docugenerate
Actions
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
List Touchpoint Tags
Get all the touchpoint tags form totango.
List Activity Types
Get all the Activity Types form totango.
List Teams
Get all the teams form totango.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Totango and docugenerate accounts to viaSocket. Once connected, you can set up a workflow where an event in Totango triggers actions in docugenerate (or vice versa).
Absolutely. You can customize how Totango data is recorded in docugenerate. This includes choosing which data fields go into which fields of docugenerate, setting up custom formats, and filtering out unwanted information.
The data sync between Totango and docugenerate 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 Totango and docugenerate. 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 docugenerate
DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.
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