Connect DocuMocu and Grist to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocuMocu
Choose an Action
Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
Ready to use DocuMocu and Grist automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
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 Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Grist (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Grist 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 Grist. 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 Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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