Integrations DocuMocu SimplyGest Cloud
DocuMocu + SimplyGest Cloud

Connect DocuMocu and SimplyGest Cloud to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

SimplyGest Cloud

Automatically do this!

Enable Integrations or automations with these events of DocuMocu and SimplyGest Cloud

Enable Integrations or automations with these events of DocuMocu and SimplyGest Cloud

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 SimplyGest Cloud?

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

Can we customize how data from DocuMocu is recorded in SimplyGest Cloud?

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

How often does the data sync between DocuMocu and SimplyGest Cloud?

The data sync between DocuMocu and SimplyGest Cloud 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 SimplyGest Cloud?

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 SimplyGest Cloud?

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

About SimplyGest Cloud

ERP and POS online software for your business

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