Connect ERP Docs and SatisMeter
Integrate ERP Docs with SatisMeter to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when New Survey Response Arrives in SatisMeter
Create Document from Template in ERP Docs when New Survey Response Arrives in SatisMeter
List Workspaces in ERP Docs when New Survey Response Arrives in SatisMeter
List Brand Profiles from ERP Docs when New Survey Response Arrives in SatisMeter
Create Brand Profile in ERP Docs when New Survey Response Arrives in SatisMeter
Popular ERP Docs + SatisMeter 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
SatisMeter
Automatically do this!
List Survey Responses
List Surveys
Get Project Responses
Get Campaign Statistics
List Templates from ERP Docs when New Survey Response Arrives in SatisMeter
Use this flowCreate Document from Template in ERP Docs when New Survey Response Arrives in SatisMeter
Use this flowList Workspaces in ERP Docs when New Survey Response Arrives in SatisMeter
Use this flowList Brand Profiles from ERP Docs when New Survey Response Arrives in SatisMeter
Use this flowCreate Brand Profile in ERP Docs when New Survey Response Arrives in SatisMeter
Use this flowList Templates from ERP Docs when New project Response in SatisMeter
Use this flowCreate Document from Template in ERP Docs when New project Response in SatisMeter
Use this flowList Workspaces in ERP Docs when New project Response in SatisMeter
Use this flowList Brand Profiles from ERP Docs when New project Response in SatisMeter
Use this flowCreate Brand Profile in ERP Docs when New project Response in SatisMeter
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and SatisMeter.
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Response Arrives
Runs when new survey response arrives for a chosen survey.
New project Response
Runs when new survey response arrives for a selected project.
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 Survey Responses
Retrieve survey responses for a selected campaign. Filter by start/end date, page size, and page cursor.
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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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 SatisMeter
SatisMeter is a powerful tool designed to help businesses measure and improve customer satisfaction through insightful surveys and feedback collection. It provides actionable data to enhance customer experience and drive growth.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and SatisMeter 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 SatisMeter 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 SatisMeter. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in SatisMeter, and a separate workflow where SatisMeter 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 SatisMeter. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and SatisMeter integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
