Connect Chatrace and Docmaker to Build Intelligent Automations

Choose a Trigger

Chatrace

When this happens...

Choose an Action

Docmaker

Automatically do this!

Enable Integrations or automations with these events of Chatrace and Docmaker

Enable Integrations or automations with these events of Chatrace and Docmaker

Actions

Create Custom Fields

Create Custom Fields

Create's a custom fields

Create Contact

Create Contact

Create a contact.

Find Contact By Id

Find Contact By Id

Retrieve a contact detail's by id.

Create Tag

Create Tag

create a tag.

Create PDF From Docx Template

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

Fill Out PDF Form

Fill Out PDF Form

Fills a pdf form

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Chatrace and Docmaker?

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

Can we customize how data from Chatrace is recorded in Docmaker?

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

How often does the data sync between Chatrace and Docmaker?

The data sync between Chatrace and Docmaker 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 Chatrace to Docmaker?

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 Chatrace and Docmaker?

Yes, you can set conditional logic to control the flow of data between Chatrace and Docmaker. 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.

Chatrace

About Chatrace

Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.

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Docmaker

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

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