
When this happens...
Automatically do this!
Enable Integrations or automations with these events of DocuMocu and ambassador
Create a new category.
Moves a document to archive. Can be restored later.
Create a new contact and use it to create document recipients.
Create a new document.
Create a new product and use it quickly add products to pricing tables in documents.
Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocuMocu and ambassador accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in ambassador (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in ambassador. This includes choosing which data fields go into which fields of ambassador, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and ambassador typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between DocuMocu and ambassador. 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.
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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