Connect ERP Docs and Signaturit
Integrate ERP Docs with Signaturit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document Draft from Template in ERP Docs when Email Delivered via Signaturit
List Workspaces in ERP Docs when Email Delivered via Signaturit
List Brand Profiles from ERP Docs when Email Delivered via Signaturit
Create Brand Profile in ERP Docs when Email Delivered via Signaturit
Create Document Draft from Template in ERP Docs when Email Processed by Signaturit
Popular ERP Docs + Signaturit 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
Signaturit
Automatically do this!
Update contact
Delete Contact
Create Group
Rename Group
Delete Group
Get groups
Change User Role
Create Contact
Create Document Draft from Template in ERP Docs when Email Delivered via Signaturit
Use this flowList Workspaces in ERP Docs when Email Delivered via Signaturit
Use this flowList Brand Profiles from ERP Docs when Email Delivered via Signaturit
Use this flowCreate Brand Profile in ERP Docs when Email Delivered via Signaturit
Use this flowCreate Document Draft from Template in ERP Docs when Email Processed by Signaturit
Use this flowList Workspaces in ERP Docs when Email Processed by Signaturit
Use this flowList Brand Profiles from ERP Docs when Email Processed by Signaturit
Use this flowCreate Brand Profile in ERP Docs when Email Processed by Signaturit
Use this flowCreate Document Draft from Template in ERP Docs when Document Opened in Signaturit
Use this flowList Workspaces in ERP Docs when Document Opened in Signaturit
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Signaturit.
When this happensTriggers
A trigger is an event that starts a workflow.
Email Delivered
Triggers when an email has been delivered.
Email Processed
Triggers when an email has been processed.
Document Opened
Triggers when a document has been opened.
Document Signed
Triggers when a document has been signed.
Document Completed
Triggers when a document has been completed.
Dcument Declined
Triggers when an document has been declined.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Create Document Draft 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.
Update contact
Updates a contact.
Delete Contact
Delete a current contact.
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 Signaturit
Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Signaturit 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 Signaturit 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 Signaturit. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Signaturit, and a separate workflow where Signaturit 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 Signaturit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Signaturit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
