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Integrations DocuMocu Instantly
DocuMocu + Instantly

Connect DocuMocu and Instantly to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

Instantly

Automatically do this!

Ready to use DocuMocu and Instantly automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead in Campaign

New Lead in Campaign

Triggered when a new lead is created in a specific campaign.

New Email Received

New Email Received

Triggered when a new email is received in a specific campaign.

New Email Sent

New Email Sent

Triggered when a new email is sent.

Lead Unsubscribed

Lead Unsubscribed

Triggered when a specific lead is unsubscribed.

Campaign Completed

Campaign Completed

Triggered when a specific campaign is completed.

Lead Marked as not interested

Lead Marked as not interested

Triggered when a Lead is marked as not interested.

Do thisActions

Action is the task that follows automatically within your DocuMocu integrations.

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 Instantly?

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

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

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

How often does the data sync between DocuMocu and Instantly?

The data sync between DocuMocu and Instantly 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 Instantly?

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 Instantly?

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

DocumentsFile Management & Storage
Learn More
Instantly

About Instantly

Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.

Email
Learn More

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