How to connect Docupilot + TrackVia
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Provide Download URL Link?
If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
Which view do you want to receive a "Add Record" trigger from?
Choose the view that you want to add a record to.
Which view do you want to receive a "Changed Record" trigger from?
Which view do you want to receive "Removed Record" triggers from?
How Docupilot + TrackVia Integrations Work
- Step 1: Authenticate Docupilot and TrackVia.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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