Connect Docmaker and intaker to Build Intelligent Automations

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Docmaker

When this happens...

Choose an Action

intaker

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Enable Integrations or automations with these events of Docmaker and intaker

Enable Integrations or automations with these events of Docmaker and intaker

Actions

Create PDF From Docx Template

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

Fill Out PDF Form

Fills a pdf form

Print PDF From Webpage

Print PDF From Webpage

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

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Frequently Asked Questions

How do I start an integration between Docmaker and intaker?

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

Can we customize how data from Docmaker is recorded in intaker?

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

How often does the data sync between Docmaker and intaker?

The data sync between Docmaker and intaker 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 intaker?

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 intaker?

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

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.

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intaker

About intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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