
When this happens...

Automatically do this!
Mark as Finished
Remove Person From Campaign
Create Person and Push to Campaign
Create Person
Add Step to Campaign
List Campaigns
List Campaign Schedules
List Schedules
List Contacts
List Lists
List Templates
List Contact Statistics
List Email Accounts
List Custom Fields
Enable Integrations or automations with these events of Docamatic and Reply
This endpoint allows you to generate a PDF document from a URL or HTML.
allows you to password protect an existing pdf document.
generate a PDF document from a URL or HTML
Add text, images, barcodes and QR codes to an existing pdf document.
This endpoint allows you to create a PDF or image from one of our predefined templates.
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Docamatic and Reply accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Reply (or vice versa).
Absolutely. You can customize how Docamatic data is recorded in Reply. This includes choosing which data fields go into which fields of Reply, setting up custom formats, and filtering out unwanted information.
The data sync between Docamatic and Reply 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 Reply. 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 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 MoreReply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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