Connect Docamatic and Contacts+ to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docamatic
Choose an Action
Automatically do this!
Remove Tags From Contact
Add Note To Contact
Create Contact
Get Account Information
Get Teams
Create Tag
Add Tags to Contact
Update Contact
Find Contact
Ready to use Docamatic and Contacts+ automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
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.
Remove Tags From Contact
Remove tags from a contact
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Frequently Asked Questions
To start, connect both your Docamatic and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Contacts+ (or vice versa).
Absolutely. You can customize how Docamatic data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.
The data sync between Docamatic and Contacts+ 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 Contacts+. 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.
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.
Learn MoreAbout Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn More
