Connect DaySchedule and ERP Docs
Integrate DaySchedule with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Booking Created in DaySchedule
Create Document from Template in ERP Docs when New Booking Created in DaySchedule
Get Bulk Send Batch from ERP Docs when New Booking Created in DaySchedule
Get Bulk Send Rows from ERP Docs when New Booking Created in DaySchedule
Get Documents from ERP Docs when New Booking Created in DaySchedule
Popular DaySchedule + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
DaySchedule
When this happens...
New Booking Created
New Contact Added
New Resource Added
New Campaign Added
Short Link Added
New Team Created
On Event Started
Event Scheduled
On Event Canceled
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Booking Created in DaySchedule
Use this flowCreate Document from Template in ERP Docs when New Booking Created in DaySchedule
Use this flowGet Bulk Send Batch from ERP Docs when New Booking Created in DaySchedule
Use this flowGet Bulk Send Rows from ERP Docs when New Booking Created in DaySchedule
Use this flowGet Documents from ERP Docs when New Booking Created in DaySchedule
Use this flowDownload Signed Document from ERP Docs when New Booking Created in DaySchedule
Use this flowSend Document Reminder via ERP Docs when New Booking Created in DaySchedule
Use this flowGet Workspaces from ERP Docs when New Booking Created in DaySchedule
Use this flowDelete Brand Profile in ERP Docs when New Booking Created in DaySchedule
Use this flowGet Brand Profiles from ERP Docs when New Booking Created in DaySchedule
Use this flowSupported Triggers & Actions
Everything you can automate between DaySchedule and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when new booking created
New Contact Added
Runs when new contact is added
New Resource Added
Runs when new resource is added
New Campaign Added
Runs when new campaign added
Short Link Added
Runs when short link is added
New Team Created
Runs when new team is created
Do thisActions
Action is the task that follows automatically within your DaySchedule integrations.
Create Contact
Create a new contact
Create Invitee
Create a new invitee
Update Contact
Update contact information
List All Bookings
Get all bookings
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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About DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
Learn moreSimilar apps
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
Sign up for a free viaSocket account, then authorize both your DaySchedule 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.
Yes. viaSocket uses instant triggers where available, so data moves between DaySchedule and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
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.
Yes. You can set up a workflow where DaySchedule triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in DaySchedule. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between DaySchedule and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DaySchedule 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.
