Integrations DocuMocu Webmecanik Automation
DocuMocu + Webmecanik Automation

Connect DocuMocu and Webmecanik Automation to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

Webmecanik Automation

Automatically do this!

Enable Integrations or automations with these events of DocuMocu and Webmecanik Automation

Enable Integrations or automations with these events of DocuMocu and Webmecanik Automation

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 Webmecanik Automation?

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

Can we customize how data from DocuMocu is recorded in Webmecanik Automation?

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

How often does the data sync between DocuMocu and Webmecanik Automation?

The data sync between DocuMocu and Webmecanik Automation 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 Webmecanik Automation?

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 Webmecanik Automation?

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

About Webmecanik Automation

Webmecank Automation is a marketing automation software based on Mautic community project.

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