Integrations Docmaker Freshsales Classic

Docmaker + Freshsales Classic

Connect Docmaker and Freshsales Classic to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for Docmaker

Choose an Action

Automatically do this!

Search Account
Search Contact
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
Add Note to Deal
Create Lead
Add Note to Lead
Find lead
Convert Lead
Update Lead

Ready to use Docmaker and Freshsales Classic automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Contact

Triggers when a new contact is created.

New Account

Triggers when a new account is created.

New Deal

Triggers when a new deal is created.

New Task

Triggers when a new task is created.

Request a new Trigger for Docmaker

Do thisActions
Action is the task that follows automatically within your Docmaker integrations.

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

Fill Out PDF Form

Fills a pdf form

Print PDF From Webpage

Print webpages, based on URLs, to create pdf documents.

Search Account

Find an existing account by name or id.

Search Contact

Find an existing contact by email or id.

Create Account

Create a new account.

We'll help you get started

Our team is all set to help you!

Know More About Docmaker and Freshsales Classic Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Docmaker and Freshsales Classic?

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

Can we customize how data from Docmaker is recorded in Freshsales Classic?

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

How often does the data sync between Docmaker and Freshsales Classic?

The data sync between Docmaker and Freshsales Classic 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 Docmaker to Freshsales Classic?

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 Docmaker and Freshsales Classic?

Yes, you can set conditional logic to control the flow of data between Docmaker and Freshsales Classic. 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 Docmaker

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.

Documents Productivity

Learn More

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

CRM Customer Support

Learn More

Connect Docmaker and Freshsales Classic to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Docmaker and Freshsales Classic automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Contact

New Account

New Deal

New Task

Do thisActionsAction is the task that follows automatically within your Docmaker integrations.

Create PDF From Docx Template

Fill Out PDF Form

Print PDF From Webpage

Search Account

Search Contact

Create Account

We'll help you get started

Know More About Docmaker and Freshsales Classic Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Docmaker

About Freshsales Classic

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Docmaker integrations.