Connect ERP Docs and Snov.io
Integrate ERP Docs with Snov.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when Campaign Email Sent via Snov.io
Create Document from Template in ERP Docs when Campaign Email Sent via Snov.io
List Workspaces in ERP Docs when Campaign Email Sent via Snov.io
List Brand Profiles from ERP Docs when Campaign Email Sent via Snov.io
Create Brand Profile in ERP Docs when Campaign Email Sent via Snov.io
Popular ERP Docs + Snov.io 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
Snov.io
Automatically do this!
Add Or Update Prospect
Find, Create or Update Prospect
Set Recipient Status
Check User Balance
Get Prospects List
List All Campaigns
Get Campaign Analytics
Find Prospect by Email or ID
Get Prospects From List
Get Person Profile By Email
Create Prospect List
List Templates from ERP Docs when Campaign Email Sent via Snov.io
Use this flowCreate Document from Template in ERP Docs when Campaign Email Sent via Snov.io
Use this flowList Workspaces in ERP Docs when Campaign Email Sent via Snov.io
Use this flowList Brand Profiles from ERP Docs when Campaign Email Sent via Snov.io
Use this flowCreate Brand Profile in ERP Docs when Campaign Email Sent via Snov.io
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Snov.io.
When this happensTriggers
A trigger is an event that starts a workflow.
Campaign Email Sent
Runs when campaign email sent
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.
Add Or Update Prospect
Add or update a prospect
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 Snov.io
Snovio is a comprehensive platform designed to streamline your email outreach and lead generation efforts. It offers tools for email finding, verification, and sending, making it an essential resource for sales and marketing professionals looking to enhance their outreach strategies.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Snov.io 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 Snov.io 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 Snov.io. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Snov.io, and a separate workflow where Snov.io 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 Snov.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Snov.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
