
When this happens...

Automatically do this!
Create Contact
Update Contact
Delete Contact by Email
Search Contact
Create User
Update User
Search User
Delete User
Create Contact List
Update Contact List
Search Contact List
Delete Contact List
Create Contact Property
Update Contact Property
Delete Contact Property
Create a Team
Create Survey Folder
Search Contact Property
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new user is created.
Triggers when a new contact list is created.
Triggers when a new contact property is created.
Triggers when a new team is created.
Triggers when a new survey folder is created.
Action is the task that follows automatically within your DocuMocu integrations.
Create a new category.
Moves a document to archive. Can be restored later.
Create a new contact and use it to create document recipients.
Create a new document.
Create a new product and use it quickly add products to pricing tables in documents.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocuMocu and SurveySparrow accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in SurveySparrow (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in SurveySparrow. This includes choosing which data fields go into which fields of SurveySparrow, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and SurveySparrow 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 SurveySparrow. 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 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 MoreSurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
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