Connect CleverReach and Docamatic to Build Intelligent Automations

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CleverReach

When this happens...

Choose an Action

Docamatic

Automatically do this!

Enable Integrations or automations with these events of CleverReach and Docamatic

Enable Integrations or automations with these events of CleverReach and Docamatic

Actions

Get Forms

Get Forms

Get all existing forms

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

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Frequently Asked Questions

How do I start an integration between CleverReach and Docamatic?

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

Can we customize how data from CleverReach is recorded in Docamatic?

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

How often does the data sync between CleverReach and Docamatic?

The data sync between CleverReach and Docamatic 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 CleverReach to Docamatic?

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 CleverReach and Docamatic?

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

CleverReach

About CleverReach

CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.

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Docamatic

About Docamatic

Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.

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