
When this happens...

Automatically do this!
Create Contact
Create FuseDesk Case
Update Contact
Update FuseDesk Case
Find a Contact
List Case
List Unassigned Emails
List Trashed Emails
List All Reps
List Case Tags
List Active Departments
List Departments
List Archived Departments
List Webhooks
List Chats
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is updated in FuseDesk
Triggers when a contact is created in FuseDesk
Triggers when a new FuseDesk case is created.
Triggers when a new FuseDesk case is updated.
Triggers when a FuseDesk case has been resolved and marked as Closed
Triggers when a Department is Added.
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.
Creates a Contact
Create a new FuseDesk Case
Updates a Contact

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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 FuseDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Docmaker triggers actions in FuseDesk (or vice versa).
Absolutely. You can customize how Docmaker data is recorded in FuseDesk. This includes choosing which data fields go into which fields of FuseDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Docmaker and FuseDesk 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 FuseDesk. 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 MoreFuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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