Integrate documents with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of documents integrations
See how documents integrates with popular apps to automate tasks and streamline your workflow.
Send approved contracts from documents to Salesforce when legal signs off.
Post policy updates from documents to Slack after compliance publishes a new version.
Export signed vendor agreements from documents to Google Sheets for renewal tracking.
Create follow-up emails in Gmail when customer contracts move into review.
Update your CRM with document approval status before the sales handoff.
Archive finalized policy files in your database for audit-ready records.
How to get started with documents automations
Automate when something happens in documents
Login -> Create new flow -> Select trigger -> Search documents -> Choose the trigger from the list
Take action in documents when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search documents -> Choose the action from the list
Trigger
Action
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About documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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