Docamatic automation that creates documents for you
Connect Docamatic to your CRM, accounting, forms and AI with viaSocket to auto-generate, review and deliver business documents — faster, accurate, and without code.
Ready to use Docamatic automations
Explore more automations built by businesses and experts
Triggers and Actions in Docamatic Automations
viaSocket makes it simple to connect Docamatic and automate repetitive tasks.
When this happensTrigger
No trigger available
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.
How to get started with Docamatic automations
Automate when something happens in Docamatic
Login -> Create new flow -> Select trigger -> Search Docamatic -> Choose the trigger from the list
Take action in Docamatic when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Docamatic -> Choose the action from the list
Trigger
Action
Real-world use cases of Docamatic integrations
See how Docamatic integrates with popular apps to automate tasks and streamline your workflow.
- Integrate docamatic with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and docamatic databases.
- Integrate docamatic with MySQL to automatically sync records, facilitating seamless data exchange between docamatic and your SQL databases.
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Frequently Asked Questions
Docamatic automation means using Docamatic to automatically create, populate and distribute documents from templates instead of doing them by hand. It turns data from your apps into ready-to-use contracts, invoices, reports and more.
viaSocket links Docamatic with your CRM, accounting, forms, storage and other tools using prebuilt actions and triggers. That lets you start a Docamatic document when a record changes, pass data in, run approval steps, and deliver the final file — all without code.
Yes. viaSocket can insert AI actions before or after Docamatic generates a document — for example to extract data from emails, summarize content, rephrase text, or validate fields — so documents are smarter and require less manual review.
You need a Docamatic account, your templates, and access to the apps you want to connect. With viaSocket's visual builder you can create a working automation in about 30–90 minutes depending on complexity. No coding required.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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