Connect ERP Docs and noCRM.io
Integrate ERP Docs with noCRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ERP Docs + noCRM.io 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
noCRM.io
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
List Templates from ERP Docs when New Lead in Nocrmio
Use this flowCreate Document from Template in ERP Docs when New Lead in Nocrmio
Use this flowList Workspaces in ERP Docs when New Lead in Nocrmio
Use this flowList Brand Profiles from ERP Docs when New Lead in Nocrmio
Use this flowCreate Brand Profile in ERP Docs when New Lead in Nocrmio
Use this flowList Templates from ERP Docs when New Client Folder in noCRM.io
Use this flowCreate Document from Template in ERP Docs when New Client Folder in noCRM.io
Use this flowList Workspaces in ERP Docs when New Client Folder in noCRM.io
Use this flowList Brand Profiles from ERP Docs when New Client Folder in noCRM.io
Use this flowCreate Brand Profile in ERP Docs when New Client Folder in noCRM.io
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and noCRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
New Lead Title or Content Changed
Triggers when a lead title or content changed
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.
List Client Folders
Return the list of client folders
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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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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and noCRM.io 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 noCRM.io 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 noCRM.io. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in noCRM.io, and a separate workflow where noCRM.io 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 noCRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and noCRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
