Connect ERP Docs and Instantly
Integrate ERP Docs with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Lead in Campaign in Instantly.ai
Create Document from Template in ERP Docs when New Lead in Campaign in Instantly.ai
Get Bulk Send Batch from ERP Docs when New Lead in Campaign in Instantly.ai
Get Bulk Send Rows from ERP Docs when New Lead in Campaign in Instantly.ai
Get Documents from ERP Docs when New Lead in Campaign in Instantly.ai
Popular ERP Docs + Instantly 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
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Get Workspace
Add Lead to List
Add Lead to Campaign
Get Campaign Analytics Overview
List Campaigns
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
List Leads
List API Keys
List Background Jobs
List Custom Tags
List Block List Entries
List Lead Labels
List Audit Logs
Update Campaign
List Leads By Reply And Status
List AI Sales Agents
List Lead Lists
List Workspace Members
Get Templates from ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowCreate Document from Template in ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowGet Bulk Send Batch from ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowGet Bulk Send Rows from ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowGet Documents from ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowDownload Signed Document from ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowSend Document Reminder via ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowGet Workspaces from ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowDelete Brand Profile in ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowGet Brand Profiles from ERP Docs when New Lead in Campaign in Instantly.ai
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Instantly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
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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From idea to automation.
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
