Docamatic automation for proposals, contracts, and invoices
Generate proposals, contracts, and invoices in Docamatic, then keep every document tied to the right deal or project.
Connect Docamatic with 2200+ apps
Ready to use Docamatic automations
Triggers and Actions in Docamatic Automations
viaSocket makes it simple to connect Docamatic and automate repetitive tasks.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Docamatic integrations.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
Generate a PDF from a predefined template
This endpoint allows you to create a PDF or image from one of our predefined templates.
Real-world use cases of Docamatic integrations
See how Docamatic integrates with popular apps to automate tasks and streamline your workflow.
Create contracts in Docamatic from new HubSpot deal records for faster sales handoff.
Generate invoices in Docamatic and send them to QuickBooks after project approval.
Draft client proposals in Docamatic when a Salesforce opportunity reaches negotiation.
Publish signed agreements from Docamatic to Google Sheets for reporting and tracking.
Route approved documents from Docamatic into your CRM for cleaner account records.
Send completed onboarding packets from Docamatic to email after each customer signs.
How to get started with Docamatic automations
Automate when something happens in Docamatic
Login -> Create new flow -> Select trigger -> Search Docamatic -> Choose the trigger from the list
Take action in Docamatic when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Docamatic -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
Docamatic automation means using Docamatic to automatically create, populate and distribute documents from templates instead of doing them by hand. It turns data from your apps into ready-to-use contracts, invoices, reports and more.
viaSocket links Docamatic with your CRM, accounting, forms, storage and other tools using prebuilt actions and triggers. That lets you start a Docamatic document when a record changes, pass data in, run approval steps, and deliver the final file — all without code.
Yes. viaSocket can insert AI actions before or after Docamatic generates a document — for example to extract data from emails, summarize content, rephrase text, or validate fields — so documents are smarter and require less manual review.
You need a Docamatic account, your templates, and access to the apps you want to connect. With viaSocket's visual builder you can create a working automation in about 30–90 minutes depending on complexity. No coding required.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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