Connect DevRev and ERP Docs
Integrate DevRev with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when Account Created in Devrev
Create Document from Template in ERP Docs when Account Created in Devrev
Get Bulk Send Batch from ERP Docs when Account Created in Devrev
Get Bulk Send Rows from ERP Docs when Account Created in Devrev
Get Documents from ERP Docs when Account Created in Devrev
Popular DevRev + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
DevRev
When this happens...
Account Created
Timeline Entry Created
Tag Updated
Tag Deleted
Tag Created
Rev Org Created
Part Updated
Part Deleted
Part Created
Group Updated
Group Member Added
Group Created
Dev User Updated
Dev User Created
Conversation Updated
Conversation Deleted
Conversation Created
AI Agent Response
Account Updated
Account Deleted
Webhook Created
Work Created
Work Updated
Work deleted
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 Account Created in Devrev
Use this flowCreate Document from Template in ERP Docs when Account Created in Devrev
Use this flowGet Bulk Send Batch from ERP Docs when Account Created in Devrev
Use this flowGet Bulk Send Rows from ERP Docs when Account Created in Devrev
Use this flowGet Documents from ERP Docs when Account Created in Devrev
Use this flowDownload Signed Document from ERP Docs when Account Created in Devrev
Use this flowSend Document Reminder via ERP Docs when Account Created in Devrev
Use this flowGet Workspaces from ERP Docs when Account Created in Devrev
Use this flowDelete Brand Profile in ERP Docs when Account Created in Devrev
Use this flowGet Brand Profiles from ERP Docs when Account Created in Devrev
Use this flowSupported Triggers & Actions
Everything you can automate between DevRev and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
Account Created
Trigger when a new Account is created.
Timeline Entry Created
Trigger when a new Timeline Entry Created.
Tag Updated
Trigger when a new Tag Updated.
Tag Deleted
Trigger when a Tag Deleted.
Tag Created
Trigger when a new Tag Created.
Rev Org Created
Trigger when a new Rev Org Created.
Do thisActions
Action is the task that follows automatically within your DevRev integrations.
Update Dev User
Updates the user corresponding to the input ID.
List Dev Users
Lists users within your organization.
List Parts
Lists a collection of parts
Get specific Part
Gets a part’s information.
Search Parts by Type
Lists a collection of parts by Type.
Update Part
Updates a part’s information.
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 DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn more
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 DevRev 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 DevRev 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 DevRev triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in DevRev. 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 DevRev and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DevRev 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.
