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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when Agent Activates Account.
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Triggers when the transfer digit is pressed in a voice broadcast campaign
Action is the task that follows automatically within your Docmaker integrations.
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
Fills a pdf form
Print webpages, based on URLs, to create pdf documents.
Add a new contact to CallHub.
Create a new agent account and send them an invitation email.
Update a contact in CallHub using their phone number or contact ID.

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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 Docmaker and CallHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Docmaker triggers actions in CallHub (or vice versa).
Absolutely. You can customize how Docmaker data is recorded in CallHub. This includes choosing which data fields go into which fields of CallHub, setting up custom formats, and filtering out unwanted information.
The data sync between Docmaker and CallHub 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 Docmaker and CallHub. 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.
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
Learn MoreCallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
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