Full list

Supported Triggers & Actions

Everything you can automate between Botse and ERP Docs.

When this happensTriggers

A trigger is an event that starts a workflow.

New Incoming Message

New Incoming Message

Runs when a new incoming message arrives for a chosen phone webhook.

Request a new Trigger for Botse

Do thisActions

Action is the task that follows automatically within your Botse integrations.

Send WhatsApp Template Message

Send WhatsApp Template Message

Update template pagination to use the API paging cursor, disable unsupported search, use the connection base URL, reorder the preview, and refine field text.

Create Contact

Create Contact

Create new contact with custom fields

Delete Contact

Delete Contact

Delete a contact from your contacts list.

Get Templates

Get Templates

Get all templates or a specific template by selecting mode and optional template ID.

Create Document from Template

Create Document from Template

Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.

Get Bulk Send Batch

Get Bulk Send Batch

Get processing status and counts for a bulk send batch by batch ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations Botse
Botse + ERP Docs
Botse logo

About Botse

Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.

Learn more
Integrations ERP Docs
ERP Docs + Botse
ERP Docs logo

About ERP Docs

ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.

Learn more

Frequently Asked Questions

How do I connect Botse and ERP Docs?

Sign up for a free viaSocket account, then authorize both your Botse and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Botse and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Botse to ERP Docs?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Botse triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Botse. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Botse and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Botse and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.