Integrate Docmaker with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create PDF From Docx Template using Docmaker when New Event in Heartbeat
Fill Out PDF Form in Docmaker when New Event in Heartbeat
Print PDF From Webpage in Docmaker when New Event in Heartbeat
Create PDF From Docx Template using Docmaker when New Thread in Heartbeat
Fill Out PDF Form in Docmaker when New Thread in Heartbeat
Start from a real workflow other teams are already running.
Docmaker
When this happens...
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Create PDF From Docx Template using Docmaker when New Event in Heartbeat
Use this flowFill Out PDF Form in Docmaker when New Event in Heartbeat
Use this flowPrint PDF From Webpage in Docmaker when New Event in Heartbeat
Use this flowCreate PDF From Docx Template using Docmaker when New Thread in Heartbeat
Use this flowFill Out PDF Form in Docmaker when New Thread in Heartbeat
Use this flowPrint PDF From Webpage in Docmaker when New Thread in Heartbeat
Use this flowCreate PDF From Docx Template using Docmaker when On group join in Heartbeat
Use this flowFill Out PDF Form in Docmaker when On group join in Heartbeat
Use this flowPrint PDF From Webpage in Docmaker when On group join in Heartbeat
Use this flowCreate PDF From Docx Template using Docmaker when New User in Heartbeat
Use this flowEverything you can automate between Docmaker and Heartbeat.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new events are created.
Triggers when the new thread is created.
Triggers when a user joins a group
Triggers when a new user joins your community through an invitation link.
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
Triggers when a new user joins your community or their information is updated.
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 members to a group.
Creates a new Group in your Heartbeat community.
Remove members from a group.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreHeartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSign up for a free viaSocket account, then authorize both your Docmaker and Heartbeat 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 Docmaker and Heartbeat 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 Heartbeat. No coding required.
Yes. You can set up a workflow where Docmaker triggers actions in Heartbeat, and a separate workflow where Heartbeat triggers actions in Docmaker. 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 Docmaker and Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docmaker and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.