Full list

Supported Triggers & Actions

Everything you can automate between Docmaker and Whautomate.

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when a new client is created in whautomate

New Contact

New Contact

Triggers when a new contact is created

New Appointment Scheduled

New Appointment Scheduled

Triggers when a new appointment is scheduled

Appointment Cancelled

Appointment Cancelled

Triggers when the appointment is cancelled

Appointment Reschedule

Appointment Reschedule

Triggers when an existing appointment is reschedule

Client Tag Created

Client Tag Created

Triggers when a client is added to a tag

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.

Assign Tags to Client

Assign Tags to Client

Assigns Tag(s) to an existing Client in Whautomate.

Create Client

Create Client

Creates a new Client in Whautomate.

Search Contact

Search Contact

Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Docmaker
Docmaker + Whautomate
Docmaker logo

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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Integrations Whautomate
Whautomate + Docmaker
Whautomate logo

About Whautomate

Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.

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Frequently Asked Questions

How do I connect Docmaker and Whautomate?

Sign up for a free viaSocket account, then authorize both your Docmaker and Whautomate 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Docmaker and Whautomate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Docmaker to Whautomate?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Whautomate. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Docmaker triggers actions in Whautomate, and a separate workflow where Whautomate triggers actions in Docmaker. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Docmaker and Whautomate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Docmaker and Whautomate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.