Connect Harvestr and Docamatic
Integrate Harvestr with Docamatic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when New User Is Created in Harvestr
Password Protect PDF in Docamatic when New User Is Created in Harvestr
Convert URL or HTML to PDF using Docamatic when New User Is Created in Harvestr
Write to an existing PDF in Docamatic when New User Is Created in Harvestr
Generate a PDF from a predefined template in Docamatic when New User Is Created in Harvestr
Popular Harvestr + Docamatic flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an action
Docamatic
Automatically do this!
Convert URL or HTML to Image
Password Protect PDF
Convert URL or HTML to PDF
Write to an existing PDF
Generate a PDF from a predefined template
Convert URL or HTML to Image using Docamatic when New User Is Created in Harvestr
Use this flowPassword Protect PDF in Docamatic when New User Is Created in Harvestr
Use this flowConvert URL or HTML to PDF using Docamatic when New User Is Created in Harvestr
Use this flowWrite to an existing PDF in Docamatic when New User Is Created in Harvestr
Use this flowGenerate a PDF from a predefined template in Docamatic when New User Is Created in Harvestr
Use this flowConvert URL or HTML to Image using Docamatic when Company Is Created in Harvestr
Use this flowPassword Protect PDF in Docamatic when Company Is Created in Harvestr
Use this flowConvert URL or HTML to PDF using Docamatic when Company Is Created in Harvestr
Use this flowWrite to an existing PDF in Docamatic when Company Is Created in Harvestr
Use this flowGenerate a PDF from a predefined template in Docamatic when Company Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Docamatic.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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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From idea to automation.
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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
About Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvestr and Docamatic 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 Harvestr and Docamatic 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 Docamatic. No coding required.
Yes. You can set up a workflow where Harvestr triggers actions in Docamatic, and a separate workflow where Docamatic triggers actions in Harvestr. 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 Harvestr and Docamatic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr and Docamatic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
