Connect Docamatic and Samvad to Build Intelligent Automations

Choose a Trigger

Docamatic

When this happens...

Choose an Action

Samvad

Automatically do this!

Enable Integrations or automations with these events of Docamatic and Samvad

Enable Integrations or automations with these events of Docamatic and Samvad

Actions

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 Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

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Frequently Asked Questions

How do I start an integration between Docamatic and Samvad?

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

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

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

How often does the data sync between Docamatic and Samvad?

The data sync between Docamatic and Samvad 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 Samvad?

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 Samvad?

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

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

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