Connect DocuMocu and Ethic to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

Ethic

Automatically do this!

Enable Integrations or automations with these events of DocuMocu and Ethic

Enable Integrations or automations with these events of DocuMocu and Ethic

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 Ethic?

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

Can we customize how data from DocuMocu is recorded in Ethic?

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

How often does the data sync between DocuMocu and Ethic?

The data sync between DocuMocu and Ethic 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 Ethic?

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 Ethic?

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

About Ethic

Ethic is a platform dedicated to sustainable and responsible investing, helping individuals and organizations align their investment portfolios with their ethical values. It provides tools and insights to create and manage investment strategies that prioritize environmental, social, and governance (ESG) factors.

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