
When this happens...

Automatically do this!
Add/Update Contact
Create List
Update List
Delete List
Create Field
Update Field
Delete Field
Create Brand Property
Update Brand Property
Delete Brand Property
Get Brand Property
Create Brand
Update Brand
Get Brand Details
Create User
Update User
Delete User
Search User By Id
Create Contact
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new contact is created.
Triggers when a new user is created.
Triggers when a new brand is created.
Triggers when a new brand property is created.
Triggers when a new field is created.
Triggers when a new list is created.
Action is the task that follows automatically within your DocuMocu integrations.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 BigMailer accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in BigMailer (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in BigMailer. This includes choosing which data fields go into which fields of BigMailer, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and BigMailer 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 BigMailer. 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.
Learn MoreBigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
Learn More