Connect Truelist and documents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Truelist
Choose an Action
Automatically do this!
- Request a new Action for documents
Enable Integrations or automations with these events of Truelist and documents
Enable Integrations or automations with these events of Truelist and documents
Actions
Verify Email Address
Verify a single email address in real time.
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Frequently Asked Questions
To start, connect both your Truelist and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Truelist triggers actions in documents (or vice versa).
Absolutely. You can customize how Truelist 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 Truelist 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 Truelist 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 documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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