Integrations DocuMocu Doctastic Leads
DocuMocu + Doctastic Leads

Connect DocuMocu and Doctastic Leads to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

Doctastic Leads

Automatically do this!

Enable Integrations or automations with these events of DocuMocu and Doctastic Leads

Enable Integrations or automations with these events of DocuMocu and Doctastic Leads

Actions

Create a Category

Create a Category

Create a new category.

Archive a Document

Archive a Document

Moves a document to archive. Can be restored later.

Create a Contact

Create a Contact

Create a new contact and use it to create document recipients.

Create a Document

Create a Document

Create a new document.

Create a Product

Create a Product

Create a new product and use it quickly add products to pricing tables in documents.

Create a Recipient

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

How do I start an integration between DocuMocu and Doctastic Leads?

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

Can we customize how data from DocuMocu is recorded in Doctastic Leads?

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

How often does the data sync between DocuMocu and Doctastic Leads?

The data sync between DocuMocu and Doctastic Leads 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 DocuMocu to Doctastic Leads?

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 DocuMocu and Doctastic Leads?

Yes, you can set conditional logic to control the flow of data between DocuMocu and Doctastic Leads. 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

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.

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Doctastic Leads

About Doctastic Leads

Make your practice look fantastic! Websites, marketing, helpful articles and more! Setup your brand today and take control of your digital online presence. We are here as your digital partner allowing you more time to focus on your patients!

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