Connect Docamatic and Dovetail to Build Intelligent Automations

Choose a Trigger

Docamatic

When this happens...

Choose an Action

Dovetail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Docamatic

Do thisActions

Action is the task that follows automatically within your Docamatic integrations.

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.

Create Note

Create Note

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Frequently Asked Questions

How do I start an integration between Docamatic and Dovetail?

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

Can we customize how data from Docamatic is recorded in Dovetail?

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

How often does the data sync between Docamatic and Dovetail?

The data sync between Docamatic and Dovetail 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 Dovetail?

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 Dovetail?

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

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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