Connect Workiom and docscloud to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Workiom
Choose an Action
Automatically do this!
- Request a new Action for docscloud
Enable Integrations or automations with these events of Workiom and docscloud
Enable Integrations or automations with these events of Workiom and docscloud
Actions
Create Record
Create new record in a list.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Workiom and docscloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Workiom triggers actions in docscloud (or vice versa).
Absolutely. You can customize how Workiom data is recorded in docscloud. This includes choosing which data fields go into which fields of docscloud, setting up custom formats, and filtering out unwanted information.
The data sync between Workiom and docscloud 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 Workiom and docscloud. 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 Workiom
Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.
Learn MoreAbout docscloud
DocsCloud is a web-based software platform that helps you create web forms, generate filled documents, get the documents signed & publish documents almost anything.
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