
When this happens...

Automatically do this!
Create New Project
Create New Task
Create Workspace
List project
List workspaces
Get Activity and audit log
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggers when a new file is added.
Triggers when a new task is created.
Action is the task that follows automatically within your Docamatic integrations.
This endpoint allows you to generate a PDF document from a URL or HTML.
allows you to password protect an existing pdf document.
generate a PDF document from a URL or HTML
Add text, images, barcodes and QR codes to an existing pdf document.
This endpoint allows you to create a PDF or image from one of our predefined templates.
Creates a new project.

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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 Docamatic and Breeze accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Breeze (or vice versa).
Absolutely. You can customize how Docamatic data is recorded in Breeze. This includes choosing which data fields go into which fields of Breeze, setting up custom formats, and filtering out unwanted information.
The data sync between Docamatic and Breeze 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 Docamatic and Breeze. 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.
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.
Learn MoreBreeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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