Connect ERP Docs and Connecteam
Integrate ERP Docs with Connecteam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New User in Connecteam
Create Document from Template in ERP Docs when New User in Connecteam
Get Bulk Send Batch from ERP Docs when New User in Connecteam
Get Bulk Send Rows from ERP Docs when New User in Connecteam
Get Documents from ERP Docs when New User in Connecteam
Popular ERP Docs + Connecteam flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Connecteam
Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get Shifts
Get Custom Fields
Get Smart Groups
Get Performance Indicators
List Task Boards
Get Publishers
Get Conversations
Get Jobs
Get Time Clocks
Get Policy Types
List Forms
List Schedulers
Get Templates from ERP Docs when New User in Connecteam
Use this flowCreate Document from Template in ERP Docs when New User in Connecteam
Use this flowGet Bulk Send Batch from ERP Docs when New User in Connecteam
Use this flowGet Bulk Send Rows from ERP Docs when New User in Connecteam
Use this flowGet Documents from ERP Docs when New User in Connecteam
Use this flowDownload Signed Document from ERP Docs when New User in Connecteam
Use this flowSend Document Reminder via ERP Docs when New User in Connecteam
Use this flowGet Workspaces from ERP Docs when New User in Connecteam
Use this flowDelete Brand Profile in ERP Docs when New User in Connecteam
Use this flowGet Brand Profiles from ERP Docs when New User in Connecteam
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Connecteam.
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
User Archived
Triggers when user was archived in the system.
User Restored Archived
Triggers when user was restored from archived .
User Deleted
Triggers when an existing user deleted.
User Promoted
Triggers when an existing user was promoted from 'user' to 'admin'.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
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.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
Get Bulk Send Rows
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
Get Documents
Retrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
Download Signed Document
Retrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.
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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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 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
About Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Connecteam 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 Connecteam 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 Connecteam. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Connecteam, and a separate workflow where Connecteam 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 Connecteam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Connecteam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
