Connect Docamatic and klenty to Build Intelligent Automations

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Docamatic

When this happens...

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klenty

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Prospect Unsubscribe

Prospect Unsubscribe

Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.

Cadence First Reply

Cadence First Reply

Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.

On Bounce

On Bounce

Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.

On Cadence Completed

On Cadence Completed

Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.

On Click

On Click

Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.

On Open

On Open

Triggered when a recipient opens an email sent from Klenty.

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 Prospect

Create Prospect

Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.

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Frequently Asked Questions

How do I start an integration between Docamatic and klenty?

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

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

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

How often does the data sync between Docamatic and klenty?

The data sync between Docamatic and klenty 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 klenty?

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 klenty?

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

About klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

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