Connect Docamatic and webCRM
Integrate Docamatic with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when New Activity Is Created in webCRM
Password Protect PDF in Docamatic when New Activity Is Created in webCRM
Convert URL or HTML to PDF using Docamatic when New Activity Is Created in webCRM
Write to an existing PDF in Docamatic when New Activity Is Created in webCRM
Generate a PDF from a predefined template in Docamatic when New Activity Is Created in webCRM
Popular Docamatic + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Docamatic
When this happens...
- Request a new Trigger for Docamatic
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Convert URL or HTML to Image using Docamatic when New Activity Is Created in webCRM
Use this flowPassword Protect PDF in Docamatic when New Activity Is Created in webCRM
Use this flowConvert URL or HTML to PDF using Docamatic when New Activity Is Created in webCRM
Use this flowWrite to an existing PDF in Docamatic when New Activity Is Created in webCRM
Use this flowGenerate a PDF from a predefined template in Docamatic when New Activity Is Created in webCRM
Use this flowConvert URL or HTML to Image using Docamatic when New Delivery in webCRM
Use this flowPassword Protect PDF in Docamatic when New Delivery in webCRM
Use this flowConvert URL or HTML to PDF using Docamatic when New Delivery in webCRM
Use this flowWrite to an existing PDF in Docamatic when New Delivery in webCRM
Use this flowGenerate a PDF from a predefined template in Docamatic when New Delivery in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Docamatic and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
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
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docamatic and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docamatic and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where Docamatic triggers actions in webCRM, and a separate workflow where webCRM triggers actions in Docamatic. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docamatic and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docamatic and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
