Connect Docamatic and vPlan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docamatic
Choose an Action
Automatically do this!
Create Activity
Create Resource
Ready to use Docamatic and vPlan automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
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.
Create Activity
Create a new Activity.
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Frequently Asked Questions
To start, connect both your Docamatic and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in vPlan (or vice versa).
Absolutely. You can customize how Docamatic data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Docamatic and vPlan 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 vPlan. 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.
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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