Connect ERP Docs and DocuSeal
Integrate ERP Docs with DocuSeal to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ERP Docs + DocuSeal 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
DocuSeal
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Create Document Draft from Template in ERP Docs when New Template
Use this flowList Workspaces in ERP Docs when New Template
Use this flowList Brand Profiles from ERP Docs when New Template
Use this flowCreate Brand Profile in ERP Docs when New Template
Use this flowCreate Document Draft from Template in ERP Docs when Update Template in DocuSeal
Use this flowList Workspaces in ERP Docs when Update Template in DocuSeal
Use this flowList Brand Profiles from ERP Docs when Update Template in DocuSeal
Use this flowCreate Brand Profile in ERP Docs when Update Template in DocuSeal
Use this flowCreate Document Draft from Template in ERP Docs when Submission Created in DocuSeal
Use this flowList Workspaces in ERP Docs when Submission Created in DocuSeal
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and DocuSeal.
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
Submission Created
Triggers when form submission created.
Submission Completed
Triggers when form submission completed.
Form Completed
Triggers when the form is completed.
Form Viewed
Triggers when the form is viewed.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Create Document Draft from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
List Workspaces
List all organization workspaces for the connected account.
List Brand Profiles
List all brand profiles or fetch a specific profile by ID; indicates the default profile.
Create Brand Profile
Creates an ERP Docs brand profile with optional colors, email branding, and logo configuration.
Create Template from HTML
Creates a new document template for future use.
Clone Template
Clone an existing template.
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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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 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 moreSimilar apps
About DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and DocuSeal 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 DocuSeal 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 DocuSeal. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in DocuSeal, and a separate workflow where DocuSeal 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 DocuSeal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and DocuSeal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
