
When this happens...

Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is added to a project.
Triggers when a new photo is added to a company project.
Triggers when you add a new project.
Triggers when a checklist is completed.
Triggers when a photo is tagged
Triggers when a new comment 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.
Adds a new photo to an existing project

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how Docamatic data is recorded in CompanyCam. This includes choosing which data fields go into which fields of CompanyCam, setting up custom formats, and filtering out unwanted information.
The data sync between Docamatic and CompanyCam 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 CompanyCam. 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 MoreCompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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