Integrations Zendesk Sell docsgenflow
Zendesk Sell + docsgenflow

Connect Zendesk Sell and docsgenflow to Build Intelligent Automations

Choose a Trigger

Zendesk Sell

When this happens...

Choose an Action

docsgenflow

Automatically do this!

Enable Integrations or automations with these events of Zendesk Sell and docsgenflow

Enable Integrations or automations with these events of Zendesk Sell and docsgenflow

Triggers

New Product in Catalog

New Product in Catalog

Triggers when a new product is added in catalog

New Task

New Task

Triggers when a new task is created

New Note

New Note

Triggers when a new note is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created

New Contact

New Contact

Triggers when a new contact is created

Actions

Update a Company

Update a Company

Update a company by its ID

Stop Sequence Enrollment

Stop Sequence Enrollment

Stops the existing sequence enrollment.

Create product in a Catalog

Create product in a Catalog

Creates a product in a catalog

Update product in a Catalog

Update product in a Catalog

Update a product in a Catalog by its ID

Find a Task

Find a Task

Find a task by task id

Create a Lead

Create a Lead

Create a single lead.

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Frequently Asked Questions

How do I start an integration between Zendesk Sell and docsgenflow?

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

Can we customize how data from Zendesk Sell is recorded in docsgenflow?

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

How often does the data sync between Zendesk Sell and docsgenflow?

The data sync between Zendesk Sell and docsgenflow 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 Zendesk Sell to docsgenflow?

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 Zendesk Sell and docsgenflow?

Yes, you can set conditional logic to control the flow of data between Zendesk Sell and docsgenflow. 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.

Zendesk Sell

About Zendesk Sell

Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.

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docsgenflow

About docsgenflow

DocsGenFlow offers hassle-free document generation & workflow automation. Generate dynamic documents from various data sources and automate your workflows

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