Integrations Docamatic Builder Prime
Docamatic + Builder Prime

Connect Docamatic and Builder Prime to Build Intelligent Automations

Choose a Trigger

Docamatic

When this happens...

Choose an Action

Builder Prime

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Enable Integrations or automations with these events of Docamatic and Builder Prime

Enable Integrations or automations with these events of Docamatic and Builder Prime

Actions

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

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Frequently Asked Questions

How do I start an integration between Docamatic and Builder Prime?

To start, connect both your Docamatic and Builder Prime accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Builder Prime (or vice versa).

Can we customize how data from Docamatic is recorded in Builder Prime?

Absolutely. You can customize how Docamatic data is recorded in Builder Prime. This includes choosing which data fields go into which fields of Builder Prime, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docamatic and Builder Prime?

The data sync between Docamatic and Builder Prime typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docamatic to Builder Prime?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docamatic and Builder Prime?

Yes, you can set conditional logic to control the flow of data between Docamatic and Builder Prime. 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

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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Builder Prime

About Builder Prime

Builder Prime is a CRM, estimating, scheduling, and production management app for contractors

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