Connect Moskit and ERP Docs
Integrate Moskit with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Moskit + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Moskit
When this happens...
New Contact
New Project
New Company
New Activity
New Deal
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 Workspaces from ERP Docs when New Contact in Moskit
Use this flowGet Workspaces from ERP Docs when New Project in Moskit
Use this flowGet Workspaces from ERP Docs when New Company in Moskit
Use this flowGet Workspaces from ERP Docs when New Activity in Moskit
Use this flowGet Workspaces from ERP Docs when New Deal in Moskit
Use this flowGet Templates from ERP Docs when New Contact in Moskit
Use this flowGet Bulk Send Rows from ERP Docs when New Contact in Moskit
Use this flowGet Templates from ERP Docs when New Project in Moskit
Use this flowGet Bulk Send Rows from ERP Docs when New Project in Moskit
Use this flowGet Templates from ERP Docs when New Company in Moskit
Use this flowSupported Triggers & Actions
Everything you can automate between Moskit and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created in Moskit.
New Project
Triggers when a new project is created.
New Company
Triggers when a new company is created.
New Activity
Triggers when a new Activity is created.
New Deal
Trigger when new deal is created in Moskit Account.
Do thisActions
Action is the task that follows automatically within your Moskit integrations.
Add Deal Note
Create note in deal.
Add Project Note
Add note in Project
Archive Project
Archive a Project.
Change Activity Responsible
Change responsible of activity.
Create Product
Create a new Product.
Create Contact
Creates a new company.
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 Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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 Moskit 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 Moskit 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 Moskit triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Moskit. 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 Moskit and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moskit 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.
