
When this happens...

Automatically do this!
Create a Customer
Get Order Details
Find Customer
Create a New Product
Find Product
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new product is added to the inventory.
Triggers when a new customer profile is created.
Trigger when an order is shipped.
Triggers when a new incomplete Purchase Order is created.
Triggers when a new order is created with the status of "Ready to Ship".
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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To start, connect both your DocuMocu and Veeqo accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Veeqo (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Veeqo. This includes choosing which data fields go into which fields of Veeqo, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Veeqo 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 Veeqo. 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 MoreVeeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
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