Connect ERP Docs and Teamgate
Integrate ERP Docs with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when New Company Created in Teamgate
Create Brand Profile in ERP Docs when New Lead Created in Teamgate
List Workspaces in ERP Docs when New Deal Created in Teamgate
List Brand Profiles from ERP Docs when New Deal Created in Teamgate
Create Brand Profile in ERP Docs when New Deal Created in Teamgate
Popular ERP Docs + Teamgate 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
Teamgate
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
List Templates from ERP Docs when New Company Created in Teamgate
Use this flowCreate Brand Profile in ERP Docs when New Lead Created in Teamgate
Use this flowList Workspaces in ERP Docs when New Deal Created in Teamgate
Use this flowList Brand Profiles from ERP Docs when New Deal Created in Teamgate
Use this flowCreate Brand Profile in ERP Docs when New Deal Created in Teamgate
Use this flowList Brand Profiles from ERP Docs when New Product Created in Teamgate
Use this flowList Workspaces in ERP Docs when New Person Created in Teamgate
Use this flowList Brand Profiles from ERP Docs when Activity Status Changed in Teamgate
Use this flowCreate Document from Template in ERP Docs when Deal Stage Changed in Teamgate
Use this flowCreate Brand Profile in ERP Docs when Deal Stage Changed in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Teamgate.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
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 All Companies
Retrieves the list of all company
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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Teamgate 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 Teamgate 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 Teamgate. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Teamgate, and a separate workflow where Teamgate 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 Teamgate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
