Connect ERP Docs and Grist
Integrate ERP Docs with Grist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ERP Docs + Grist 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
Grist
Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
Get Templates from ERP Docs when New Record in Grist
Use this flowCreate Document from Template in ERP Docs when New Record in Grist
Use this flowGet Bulk Send Batch from ERP Docs when New Record in Grist
Use this flowGet Bulk Send Rows from ERP Docs when New Record in Grist
Use this flowGet Documents from ERP Docs when New Record in Grist
Use this flowDownload Signed Document from ERP Docs when New Record in Grist
Use this flowSend Document Reminder via ERP Docs when New Record in Grist
Use this flowGet Workspaces from ERP Docs when New Record in Grist
Use this flowDelete Brand Profile in ERP Docs when New Record in Grist
Use this flowGet Brand Profiles from ERP Docs when New Record in Grist
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Grist.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
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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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 more
About Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Grist 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 Grist 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 Grist. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Grist, and a separate workflow where Grist 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 Grist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Grist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
