Connect ActiveTrail and DocuMocu to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Updated
Contact Unsubscribed
Contact Removed From Group
Contact Added via Signup Form
Contact Added via Landing Page
Contact Added to Group
Choose an Action
Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
Ready to use ActiveTrail and DocuMocu automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Contact Added to Group
Triggers when a contact is added to a group (any group)
Do thisActions
Action is the task that follows automatically within your ActiveTrail integrations.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
Delete a Campaign
Delete a campaign by ID
Delete a contact
Delete a single contact by ID
Add Contact to Group
Add Contact to Group with the given external Id and external name
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Frequently Asked Questions
To start, connect both your ActiveTrail and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in ActiveTrail triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how ActiveTrail data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between ActiveTrail and DocuMocu 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 ActiveTrail and DocuMocu. 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 ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn MoreAbout DocuMocu
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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