Connect DocuMocu and Gmail to Build Intelligent Automations
Ready to use DocuMocu and Gmail automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New mail matches your specified search criteria
Trigger when a new mail matches your specified search criteria
New Email
Trigger when a new email arrives in specific mailbox.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Matching Search
Triggers when a new email matches your specific filters (Subject, Sender, or Label). You can customize whether to include thread replies or just the first email.
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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Step by step guides to integrate DocuMocu and Gmail
Frequently Asked Questions
To start, connect both your DocuMocu and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Gmail (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Gmail 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 Gmail. 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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