Integrate ERP Docs with Avaza to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when Invoice Sent from Avaza
Create Document from Template in ERP Docs when Invoice Sent from Avaza
Get Bulk Send Batch from ERP Docs when Invoice Sent from Avaza
Get Bulk Send Rows from ERP Docs when Invoice Sent from Avaza
Get Documents from ERP Docs when Invoice Sent from Avaza
Start from a real workflow other teams are already running.
ERP Docs
When this happens...
Avaza
Automatically do this!
Get All Projects
Get a Section
Get All Companies
Get All Invoices
Get a Contact
Get All Contacts
Get All Bills
Create Contact
Create Project
Create a Task
Update Project
Delete a Task
Get All Tasks
Stop Timer
Create Invoice
Create Estimate / Quote
Create Bill
Create company
Get Templates from ERP Docs when Invoice Sent from Avaza
Use this flowCreate Document from Template in ERP Docs when Invoice Sent from Avaza
Use this flowGet Bulk Send Batch from ERP Docs when Invoice Sent from Avaza
Use this flowGet Bulk Send Rows from ERP Docs when Invoice Sent from Avaza
Use this flowGet Documents from ERP Docs when Invoice Sent from Avaza
Use this flowDownload Signed Document from ERP Docs when Invoice Sent from Avaza
Use this flowSend Document Reminder via ERP Docs when Invoice Sent from Avaza
Use this flowGet Workspaces from ERP Docs when Invoice Sent from Avaza
Use this flowDelete Brand Profile in ERP Docs when Invoice Sent from Avaza
Use this flowGet Brand Profiles from ERP Docs when Invoice Sent from Avaza
Use this flowEverything you can automate between ERP Docs and Avaza.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Invoice is sent.
Triggers when a new contact Company is created.
Triggered when a new company contact is created.
Triggers when a new Project is created.
Trigger when a new task is created.
Trigger when a new timesheet entry is created
Action is the task that follows automatically within your ERP Docs integrations.
Get all templates or a specific template by selecting mode and optional template ID.
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get processing status and counts for a bulk send batch by batch ID.
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
Retrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
Retrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
Learn moreSign up for a free viaSocket account, then authorize both your ERP Docs and Avaza 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 ERP Docs and Avaza 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 Avaza. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Avaza, and a separate workflow where Avaza triggers actions in ERP Docs. 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 ERP Docs and Avaza. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Avaza integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.