Connect DocuMocu and Worksection to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocuMocu
Choose an Action
Automatically do this!
Create Project
Ready to use DocuMocu and Worksection automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
Do thisActions
Action is the task that follows automatically within your DocuMocu integrations.
Create a Category
Create a new category.
Archive a Document
Moves a document to archive. Can be restored later.
Create a Contact
Create a new contact and use it to create document recipients.
Create a Document
Create a new document.
Create a Product
Create a new product and use it quickly add products to pricing tables in documents.
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
To start, connect both your DocuMocu and Worksection accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Worksection (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Worksection. This includes choosing which data fields go into which fields of Worksection, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Worksection 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 Worksection. 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.
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.
Learn MoreAbout Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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