Integrations DocuMocu Loyalty Gator
DocuMocu + Loyalty Gator

Connect DocuMocu and Loyalty Gator to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

Loyalty Gator

Automatically do this!

Enable Integrations or automations with these events of DocuMocu and Loyalty Gator

Enable Integrations or automations with these events of DocuMocu and Loyalty Gator

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 Loyalty Gator?

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

Can we customize how data from DocuMocu is recorded in Loyalty Gator?

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

How often does the data sync between DocuMocu and Loyalty Gator?

The data sync between DocuMocu and Loyalty Gator 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 Loyalty Gator?

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 Loyalty Gator?

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

About Loyalty Gator

Loyalty Gator is a customer loyalty program that helps increase retention and sales while providing cross communication of transactions.

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