Connect Docamatic and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docamatic
Choose an Action
Automatically do this!
Find Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create Or Update Contact
Create Deal
Update Deal
Add a Note
Create Lead
Find Lead
Update Contact Lifecycle Stage
Update Lead
Ready to use Docamatic and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created.
New Account Created
Runs when a new account is created.
New Deal Created
Runs when a new deal is created.
New Task
Triggers when a new task is created.
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.
Find Account
Finds an account by name or ID.
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Frequently Asked Questions
To start, connect both your Docamatic and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Docamatic data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Docamatic and Freshsales Classic 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 Freshsales Classic. 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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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