Connect LionDesk and ERP Docs
Integrate LionDesk with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Contact in Liondesk
Create Document from Template in ERP Docs when New Contact in Liondesk
Get Bulk Send Batch from ERP Docs when New Contact in Liondesk
Get Bulk Send Rows from ERP Docs when New Contact in Liondesk
Get Documents from ERP Docs when New Contact in Liondesk
Popular LionDesk + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
LionDesk
When this happens...
New Contact
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Contact in Liondesk
Use this flowCreate Document from Template in ERP Docs when New Contact in Liondesk
Use this flowGet Bulk Send Batch from ERP Docs when New Contact in Liondesk
Use this flowGet Bulk Send Rows from ERP Docs when New Contact in Liondesk
Use this flowGet Documents from ERP Docs when New Contact in Liondesk
Use this flowDownload Signed Document from ERP Docs when New Contact in Liondesk
Use this flowSend Document Reminder via ERP Docs when New Contact in Liondesk
Use this flowGet Workspaces from ERP Docs when New Contact in Liondesk
Use this flowDelete Brand Profile in ERP Docs when New Contact in Liondesk
Use this flowGet Brand Profiles from ERP Docs when New Contact in Liondesk
Use this flowSupported Triggers & Actions
Everything you can automate between LionDesk and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your LionDesk and ERP Docs 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 LionDesk and ERP Docs 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 ERP Docs. No coding required.
Yes. You can set up a workflow where LionDesk triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in LionDesk. 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 LionDesk and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LionDesk and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
