Connect ERP Docs and Urable
Integrate ERP Docs with Urable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when New Customer in Urable
Create Document from Template in ERP Docs when New Customer in Urable
List Workspaces in ERP Docs when New Customer in Urable
List Brand Profiles from ERP Docs when New Customer in Urable
Create Brand Profile in ERP Docs when New Customer in Urable
Popular ERP Docs + Urable 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
Urable
Automatically do this!
List Customers
List Items
Create Customer
Update Customer Details
List Jobs
Create Product or Service
Create Item
Create Job
Record Payment
Update Item
Find Products and Services
List Templates from ERP Docs when New Customer in Urable
Use this flowCreate Document from Template in ERP Docs when New Customer in Urable
Use this flowList Workspaces in ERP Docs when New Customer in Urable
Use this flowList Brand Profiles from ERP Docs when New Customer in Urable
Use this flowCreate Brand Profile in ERP Docs when New Customer in Urable
Use this flowList Templates from ERP Docs when Update Customer in Urable
Use this flowCreate Document from Template in ERP Docs when Update Customer in Urable
Use this flowList Workspaces in ERP Docs when Update Customer in Urable
Use this flowList Brand Profiles from ERP Docs when Update Customer in Urable
Use this flowCreate Brand Profile in ERP Docs when Update Customer in Urable
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Urable.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
When job gets paid
Runs the workflow automatically on the configured schedule whenever one or more jobs are marked as paid within the lookback window.
When a new job is created
Runs the workflow automatically whenever a new job is created in your Urable account.
When a job is completed
Runs the workflow automatically whenever a job is completed in your account.
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 Customers
Retrieve a customer by ID or find customers by email with optional pagination.
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 Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Urable 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 Urable 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 Urable. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Urable, and a separate workflow where Urable 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 Urable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Urable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
