
When this happens...

Automatically do this!
Assign/Unassign Conversation
List All Users
List All Contacts
Add Comment
Add Space Tag
Add Tags
Create Contact
Create Cusom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
Find Message
Find Contact Channel
Delete Space Tag
Delete Contact
List All Custom Fields
Send Message
Find User
Find Custom Fields
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new contact created.
Action is the task that follows automatically within your Docamatic integrations.
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.
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Respond.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Respond.io (or vice versa).
Absolutely. You can customize how Docamatic data is recorded in Respond.io. This includes choosing which data fields go into which fields of Respond.io, setting up custom formats, and filtering out unwanted information.
The data sync between Docamatic and Respond.io 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 Respond.io. 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 Morerespond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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