Connect Docmaker and WhatConvert
Integrate Docmaker with WhatConvert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fill Out PDF Form in Docmaker when When a new lead is created in WhatConvert
Print PDF From Webpage in Docmaker when When a new lead is created in WhatConvert
Fill Out PDF Form in Docmaker when When an existing lead is updated in WhatConvert
Print PDF From Webpage in Docmaker when When an existing lead is updated in WhatConvert
Create PDF From Docx Template using Docmaker when When a new lead is created in WhatConvert
Popular Docmaker + WhatConvert flows
Start from a real workflow other teams are already running.
Choose a trigger
Docmaker
When this happens...
- Request a new Trigger for Docmaker
Choose an action
WhatConvert
Automatically do this!
Update Lead
List Accounts
Create Lead
List Users
List Leads
List Profiles
Find or Create Lead
Fill Out PDF Form in Docmaker when When a new lead is created in WhatConvert
Use this flowPrint PDF From Webpage in Docmaker when When a new lead is created in WhatConvert
Use this flowFill Out PDF Form in Docmaker when When an existing lead is updated in WhatConvert
Use this flowPrint PDF From Webpage in Docmaker when When an existing lead is updated in WhatConvert
Use this flowCreate PDF From Docx Template using Docmaker when When a new lead is created in WhatConvert
Use this flowCreate PDF From Docx Template using Docmaker when When an existing lead is updated in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between Docmaker and WhatConvert.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Docmaker and WhatConvert free
No credit card required. Set up your first workflow in minutes.
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.
Learn more
About WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docmaker and WhatConvert 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 WhatConvert 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 WhatConvert. No coding required.
Yes. You can set up a workflow where Docmaker triggers actions in WhatConvert, and a separate workflow where WhatConvert 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 WhatConvert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docmaker and WhatConvert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
