Connect Documint and Instantly to Build Intelligent Automations

Choose a Trigger

Documint

When this happens...

Choose an Action

Instantly

Automatically do this!

Ready to use Documint and Instantly automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Trigger when a new template is created.

New Lead in Campaign

New Lead in Campaign

Triggered when a new lead is created in a specific campaign.

New Email Received

New Email Received

Triggered when a new email is received in a specific campaign.

New Email Sent

New Email Sent

Triggered when a new email is sent.

Lead Unsubscribed

Lead Unsubscribed

Triggered when a specific lead is unsubscribed.

Campaign Completed

Campaign Completed

Triggered when a specific campaign is completed.

Do thisActions

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

Merge Template

Merge Template

Merge a Template

Update Document

Update Document

Update an Existing Document.

Delete Document

Delete Document

Delete a Document.

Create Lead

Create Lead

Create a lead in a list or campaign.

Create Lead List

Create Lead List

Create an existing lead list.

Test account vitals

Test account vitals

Test account vitals.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Documint and Instantly?

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

Can we customize how data from Documint is recorded in Instantly?

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

How often does the data sync between Documint and Instantly?

The data sync between Documint and Instantly 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 Documint to Instantly?

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 Documint and Instantly?

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

Documint

About Documint

Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.

Learn More
Instantly

About Instantly

Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.

Learn More