Connect ERP Docs and Habitify
Integrate ERP Docs with Habitify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ERP Docs + Habitify 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
Habitify
Automatically do this!
Update Habit Status
Add Note
Add Log
List Templates from ERP Docs when New Habit in Habitify
Use this flowCreate Document from Template in ERP Docs when New Habit in Habitify
Use this flowList Workspaces in ERP Docs when New Habit in Habitify
Use this flowList Brand Profiles from ERP Docs when New Habit in Habitify
Use this flowCreate Brand Profile in ERP Docs when New Habit in Habitify
Use this flowList Templates from ERP Docs when New Areas in Habitify
Use this flowCreate Document from Template in ERP Docs when New Areas in Habitify
Use this flowList Workspaces in ERP Docs when New Areas in Habitify
Use this flowList Brand Profiles from ERP Docs when New Areas in Habitify
Use this flowCreate Brand Profile in ERP Docs when New Areas in Habitify
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Habitify.
When this happensTriggers
A trigger is an event that starts a workflow.
New Habit
Triggers when new habit is created.
New Areas
Triggers when new area is created.
New Logs
Triggers when new logs is created.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
List Templates
List all templates or fetch a specific template by ID.
Create Document 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.
Update Habit Status
Update a habit’s status (Completed, Skipped, or None). If the habit has a goal, use Add Log to record progress instead of marking it Completed.
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 Habitify
Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Habitify 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 Habitify 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 Habitify. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Habitify, and a separate workflow where Habitify 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 Habitify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Habitify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
