Connect ERP Docs and Redbooth
Integrate ERP Docs with Redbooth to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Brand Profiles from ERP Docs when New TaskList in Redbooth
Get Bulk Send Rows from ERP Docs when New Task in Redbooth
Get Documents from ERP Docs when New TaskList in Redbooth
Get Workspaces from ERP Docs when New TaskList in Redbooth
Download Signed Document from ERP Docs when New TaskList in Redbooth
Popular ERP Docs + Redbooth 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
Redbooth
Automatically do this!
Create Comment
Create Subtask
Create Task
Create TaskList
Create Conversation
Create Note
Create Organization
Find a Task
Get a Tasklist
Get a Project
Get an Organization
Update Task
Update Tasklist
Update Subtask
Update Project
Update Note
Update File
Update Conversation
Delete Subtask
Delete Project
Delete Organization
Delete Note
Delete File
Delete Conversation
Create Workspace
Delete Task
List All Activities
List All Notes
List All Conversation
List All Files
List All Memberships
List All Notifications
List All People
List All Project
List All Tags
List All Tasklist
List All Task
List All Users
Get Brand Profiles from ERP Docs when New TaskList in Redbooth
Use this flowGet Bulk Send Rows from ERP Docs when New Task in Redbooth
Use this flowGet Documents from ERP Docs when New TaskList in Redbooth
Use this flowGet Workspaces from ERP Docs when New TaskList in Redbooth
Use this flowDownload Signed Document from ERP Docs when New TaskList in Redbooth
Use this flowCreate Document from Template in ERP Docs when New Workspace in Redbooth
Use this flowGet Templates from ERP Docs when New Notification in Redbooth
Use this flowGet Bulk Send Rows from ERP Docs when New Notification in Redbooth
Use this flowGet Brand Profiles from ERP Docs when New Workspace in Redbooth
Use this flowDelete Brand Profile in ERP Docs when New TaskList in Redbooth
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Redbooth.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created
New Workspace
Triggers when new workspace created
New Notification
Trigger when New Notifition created
New TaskList
Triggers when a new tasklist is created
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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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 Redbooth
Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Redbooth 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 Redbooth 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 Redbooth. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Redbooth, and a separate workflow where Redbooth 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 Redbooth. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Redbooth integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
