Connect ERP Docs and Harvestr
Integrate ERP Docs with Harvestr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when New User Is Created in Harvestr
Create Document from Template in ERP Docs when New User Is Created in Harvestr
List Workspaces in ERP Docs when New User Is Created in Harvestr
List Brand Profiles from ERP Docs when New User Is Created in Harvestr
Create Brand Profile in ERP Docs when New User Is Created in Harvestr
Popular ERP Docs + Harvestr 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
Harvestr
Automatically do this!
Create Message
Create Company
Search Discoveries
List Company Attributes
List User Attributes
Create New User
Update User
Update Company
List Templates from ERP Docs when New User Is Created in Harvestr
Use this flowCreate Document from Template in ERP Docs when New User Is Created in Harvestr
Use this flowList Workspaces in ERP Docs when New User Is Created in Harvestr
Use this flowList Brand Profiles from ERP Docs when New User Is Created in Harvestr
Use this flowCreate Brand Profile in ERP Docs when New User Is Created in Harvestr
Use this flowList Templates from ERP Docs when Company Is Created in Harvestr
Use this flowCreate Document from Template in ERP Docs when Company Is Created in Harvestr
Use this flowList Workspaces in ERP Docs when Company Is Created in Harvestr
Use this flowList Brand Profiles from ERP Docs when Company Is Created in Harvestr
Use this flowCreate Brand Profile in ERP Docs when Company Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Harvestr.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
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.
Create Message
Create a new inbox message
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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Harvestr 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 Harvestr 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 Harvestr. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Harvestr, and a separate workflow where Harvestr 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 Harvestr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Harvestr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
