
When this happens...
New Contact
New List

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
Fetches contact lists created since the last check and returns the most recent lists.
Action is the task that follows automatically within your Constant Contact integrations.
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
Create a new category.
Moves a document to archive. Can be restored later.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Constant Contact and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Constant Contact 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 Constant Contact 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 Constant Contact 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.
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Learn MoreDocuMocu 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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