viasocket
Docamatic

Docamatic

Zoho CRM

Zoho CRM

Create integrations between Docamatic and Zoho CRM

Actions and Triggers

When this happensTriggers

Docamatic

New Lead

Triggers when a new lead is created.

Docamatic

New Contact

Triggers when a new contact is created.

Do thisActions

Docamatic

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

Docamatic

Update a lead

Update an existing lead by Email, Mobile and ID.

Docamatic

Create a Note

Create a note in the selected module

Docamatic

Create a lead

Creates a new lead

Docamatic

Search Lead

Searchs Lead by Mobile Number

Docamatic

Update Note in Lead

Updates an existing note associated with a specific Lead

We'll help you get started

Our team is all set to help you!

get started messageget started message

Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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.

Learn More
Zoho CRM

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

Learn More