Enable Integrations or automations with these events of infinitecrm and Docamatic
This endpoint allows you to generate a PDF document from a URL or HTML.
allows you to password protect an existing pdf document.
generate a PDF document from a URL or HTML
Add text, images, barcodes and QR codes to an existing pdf document.
This endpoint allows you to create a PDF or image from one of our predefined templates.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your infinitecrm and Docamatic accounts to viaSocket. Once connected, you can set up a workflow where an event in infinitecrm triggers actions in Docamatic (or vice versa).
Absolutely. You can customize how infinitecrm data is recorded in Docamatic. This includes choosing which data fields go into which fields of Docamatic, setting up custom formats, and filtering out unwanted information.
The data sync between infinitecrm and Docamatic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between infinitecrm and Docamatic. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
InfiniteCRM is a CRM platform designed to meet the needs of different business areas, from sales force to marketing, customer care to call centre. InfiniteCRM boosts your business by creating winning, enduring relationships with leads, prospects, customers and partners.
Learn MoreDocamatic 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.
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