Connect DocuMocu and Infinity to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocuMocu
Choose an Action
Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
Ready to use DocuMocu and Infinity automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item is created.
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.
Know More About Documocu and Infinity Integrations
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Frequently Asked Questions
To start, connect both your DocuMocu and Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Infinity (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Infinity 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 Infinity. 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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
Learn More
