ERP Docs automation for contracts, signatures, and reminders
Use ERP Docs to send agreements, capture e-signatures, and trigger contract reminders with clear audit trails.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in ERP Docs.
Update records in ERP Docs automatically when data changes in the apps your team already uses.
Log ERP Docs activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate ERP Docs
Ready-made flows built with ERP Docs — preview one, then make it yours.
Available Events and Actions
Enable Integrations or automations with these events of ERP Docs
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
List Workspaces
List all organization workspaces for the connected account.
Real-world use cases of ERP Docs integrations
See how ERP Docs integrates with popular apps to automate tasks and streamline your workflow.
Create a Gmail draft when ERP Docs sends a contract for client approval.
Update HubSpot deal stages after ERP Docs signatures are completed on proposals.
Save signed ERP Docs agreements to Google Sheets for weekly pipeline reporting.
Notify Slack when ERP Docs contract reminders are generated for expiring customers.
Route ERP Docs approvals to your CRM when legal reviews flagged clauses.
Archive ERP Docs audit trails in your database after finalized vendor agreements.
How to get started with ERP Docs automations
Automate when something happens in ERP Docs
Login -> Create new flow -> Select trigger -> Search ERP Docs -> Choose the trigger from the list
Take action in ERP Docs when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search ERP Docs -> Choose the action from the list
Trigger
Action
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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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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