Connect Needle and Docmaker to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Needle and Docmaker?

To start, connect both your Needle and Docmaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Needle triggers actions in Docmaker (or vice versa).

Can we customize how data from Needle is recorded in Docmaker?

Absolutely. You can customize how Needle data is recorded in Docmaker. This includes choosing which data fields go into which fields of Docmaker, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Needle and Docmaker?

The data sync between Needle and Docmaker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Needle to Docmaker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Needle and Docmaker?

Yes, you can set conditional logic to control the flow of data between Needle and Docmaker. 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.

Needle

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

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Docmaker

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

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