Connect Docmaker and LiveAgent to Build Intelligent Automations

Choose a Trigger

Docmaker

When this happens...

Choose an Action

LiveAgent

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is added.

Request a new Trigger for Docmaker

Do thisActions

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

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.

List Customers

List Customers

Get details of all customers.

List Conversations

List Conversations

Get details of all conversations.

Add New Customer

Add New Customer

Add new customer in LiveAgent.

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Frequently Asked Questions

How do I start an integration between Docmaker and LiveAgent?

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

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

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

How often does the data sync between Docmaker and LiveAgent?

The data sync between Docmaker and LiveAgent 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 LiveAgent?

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 LiveAgent?

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

About LiveAgent

LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.

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