Connect docupilot and Mercury Connect to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docupilot
Choose an Action
Automatically do this!
- Request a new Action for Mercury Connect
Integrate docupilot with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your docupilot and Mercury Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in docupilot triggers actions in Mercury Connect (or vice versa).
Absolutely. You can customize how docupilot data is recorded in Mercury Connect. This includes choosing which data fields go into which fields of Mercury Connect, setting up custom formats, and filtering out unwanted information.
The data sync between docupilot and Mercury Connect 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 docupilot and Mercury Connect. 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 docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn MoreAbout Mercury Connect
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
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