Connect ERP Docs and Yousign
Integrate ERP Docs with Yousign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document Draft from Template in ERP Docs when New Contact in Yousign
List Workspaces in ERP Docs when New Contact in Yousign
List Brand Profiles from ERP Docs when New Contact in Yousign
Create Brand Profile in ERP Docs when New Contact in Yousign
Create Document Draft from Template in ERP Docs when New Workspace in Yousign
Popular ERP Docs + Yousign 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
Yousign
Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
Create Document Draft from Template in ERP Docs when New Contact in Yousign
Use this flowList Workspaces in ERP Docs when New Contact in Yousign
Use this flowList Brand Profiles from ERP Docs when New Contact in Yousign
Use this flowCreate Brand Profile in ERP Docs when New Contact in Yousign
Use this flowCreate Document Draft from Template in ERP Docs when New Workspace in Yousign
Use this flowList Workspaces in ERP Docs when New Workspace in Yousign
Use this flowList Brand Profiles from ERP Docs when New Workspace in Yousign
Use this flowCreate Brand Profile in ERP Docs when New Workspace in Yousign
Use this flowCreate Document Draft from Template in ERP Docs when New Label in Yousign
Use this flowList Workspaces in ERP Docs when New Label in Yousign
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Yousign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when new Contact is Created.
New Workspace
Trigger when new workspace is Created.
New Label
Trigger when new Label is Created.
New User
Trigger when new User is Created.
Update Workspace
Trigger when an Existing workspace is updated.
Signature Request Activated
Triggers when new signature request is activated.
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.
Create Contact
Creates a New Contact.
Update Contact
Update an Existing 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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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 Yousign
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Yousign 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 Yousign 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 Yousign. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Yousign, and a separate workflow where Yousign 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 Yousign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Yousign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
