Connect DocuMocu and Axonaut to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocuMocu
Choose an Action
Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
Ready to use DocuMocu and Axonaut automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
Do thisActions
Action is the task that follows automatically within your DocuMocu integrations.
Create a Category
Create a new category.
Archive a Document
Moves a document to archive. Can be restored later.
Create a Contact
Create a new contact and use it to create document recipients.
Create a Document
Create a new document.
Create a Product
Create a new product and use it quickly add products to pricing tables in documents.
Create a Recipient
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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Frequently Asked Questions
To start, connect both your DocuMocu and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Axonaut 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 Axonaut . 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.
About DocuMocu
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.
Learn MoreAbout Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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