Add ERP Docs to Your Product
Give your customers access to ERP Docs from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage ERP Docs Integrations
Add ERP Docs to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their ERP Docs accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate ERP Docs connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported ERP Docs actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by ERP Docs.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer ERP Docs integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for ERP Docs
What You Can Do with ERP Docs
Explore available actions to let your product & agents interact with ERP Docs.
- Get TemplatesGet all templates or a specific template by selecting mode and optional template ID.
- Create Document from TemplateCreate an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
- Get Bulk Send BatchGet processing status and counts for a bulk send batch by batch ID.
- Get Bulk Send RowsRetrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
- Get DocumentsRetrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
- Download Signed DocumentRetrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.
- Send Document ReminderQueue reminder emails for outstanding recipients of a document; optionally specify recipient IDs or a message.
- Get WorkspacesList all organization workspaces for the connected account.
- Delete Brand ProfileDelete a brand profile by ID. Deleting the default promotes the oldest remaining profile.
Respond to Events in ERP Docs
Use triggers to let your product & agents respond to events from connected ERP Docs accounts.
No triggers are available for ERP Docs yet.
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 viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding ERP Docs to your product & agents
Find answers to common questions about integrating ERP Docs into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate ERP Docs into my product & agents?
You can use viaSocket to add ERP Docs integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own ERP Docs accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own ERP Docs account.
Can I offer ERP Docs integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect ERP Docs with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with ERP Docs and other supported services.
How do I execute actions in ERP Docs?
Use viaSocket's supported actions and APIs to perform operations in connected ERP Docs accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from ERP Docs?
Yes. You can use supported triggers and webhooks to receive events from ERP Docs and respond within your product & agents.
Bring ERP Docs Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding