Connect Drip and ERP Docs
Integrate Drip with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Subscriber in Drip
Create Document from Template in ERP Docs when New Subscriber in Drip
Get Bulk Send Batch from ERP Docs when New Subscriber in Drip
Get Bulk Send Rows from ERP Docs when New Subscriber in Drip
Get Documents from ERP Docs when New Subscriber in Drip
Popular Drip + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Drip
When this happens...
New Subscriber
New Subscriber Tag
Remove Subscriber Tag
New Custom Event
Update Custom Field
Complete Campaign
New Campaign Subscription
New Campaign Unsubscribe
New Email Bounced
New Email Click
New Email Complained
New Email Open
New Global Unsubscribe
New Page Visit
New Trigger Link Click
Remove Campaign Subscription
Subscriber Deleted
Undeliverable Subscriber
Deliverable Subscriber
New Email Marketing Subscriber
Subscriber Reactivated
Subscriber Completed Campaign
Updated Subscriber Email
Updated Subscriber's Lifetime Value
Updated Subscriber's Time Zone
Subscriber Receives Email
New Lead
Updated Lead Score
Updated Subscriber's Aliases
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Subscriber in Drip
Use this flowCreate Document from Template in ERP Docs when New Subscriber in Drip
Use this flowGet Bulk Send Batch from ERP Docs when New Subscriber in Drip
Use this flowGet Bulk Send Rows from ERP Docs when New Subscriber in Drip
Use this flowGet Documents from ERP Docs when New Subscriber in Drip
Use this flowDownload Signed Document from ERP Docs when New Subscriber in Drip
Use this flowSend Document Reminder via ERP Docs when New Subscriber in Drip
Use this flowGet Workspaces from ERP Docs when New Subscriber in Drip
Use this flowDelete Brand Profile in ERP Docs when New Subscriber in Drip
Use this flowGet Brand Profiles from ERP Docs when New Subscriber in Drip
Use this flowSupported Triggers & Actions
Everything you can automate between Drip and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to Drip.
New Subscriber Tag
Triggers when a new tag is applied to a subscriber.
Remove Subscriber Tag
Triggers when a tag is removed from a subscriber.
New Custom Event
Triggers when a subscriber performs a custom event.
Update Custom Field
Triggers when a subscriber custom field is updated.
Complete Campaign
Triggers when a subscriber completes a campaign.
Do thisActions
Action is the task that follows automatically within your Drip integrations.
Add Tag to Subscriber
Adds a tag to a subscriber.
Remove Tag From Subscriber
Removes a tag from a subscriber.
Subscribe to Campaign
Subscribes someone to a campaign.
Trigger Event
Creates an event for a subscriber (e.g. "Signed up for a trial").
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Drip
Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
Learn moreSimilar apps
About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Drip and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Drip and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.
Yes. You can set up a workflow where Drip triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Drip. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Drip and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Drip and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
