Connect noCRM.io and ERP Docs
Integrate noCRM.io with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular noCRM.io + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
noCRM.io
When this happens...
New Lead
New Client Folder
New Lead Comment
Lead Deleted
New Lead Assigned
New Lead Title or Content Changed
Lead Status Changed
Lead Step Changed
New Unassigned Lead
New Prospect Created
New Default Field Created
Default Field updated
Default Field Deleted
Step Created
Step Updated
Step Deleted
Client Folder Created
Unassigned Lead Created
Prospect Updated
Lead Created
Lead Status Cancelled
Lead Status Standby
Lead Status Changed to Todo
Lead Won
Task Done
Task Standby
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 Documents from ERP Docs when New Lead in Nocrmio
Use this flowSend Document Reminder via ERP Docs when New Lead in Nocrmio
Use this flowGet Workspaces from ERP Docs when New Lead in Nocrmio
Use this flowGet Brand Profiles from ERP Docs when New Lead in Nocrmio
Use this flowUpdate Brand Profile in ERP Docs when New Lead in Nocrmio
Use this flowGet Documents from ERP Docs when New Client Folder in noCRM.io
Use this flowSend Document Reminder via ERP Docs when New Client Folder in noCRM.io
Use this flowGet Workspaces from ERP Docs when New Client Folder in noCRM.io
Use this flowGet Brand Profiles from ERP Docs when New Client Folder in noCRM.io
Use this flowUpdate Brand Profile in ERP Docs when New Client Folder in noCRM.io
Use this flowSupported Triggers & Actions
Everything you can automate between noCRM.io and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
New Lead Title or Content Changed
Triggers when a lead title or content changed
Do thisActions
Action is the task that follows automatically within your noCRM.io integrations.
List Client Folders
Return the list of client folders
Assign lead
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
Change Lead's Title
Change the title of the lead
Change Lead's Status
Change the status of the lead
Change Lead's Step
Change the step of the lead
Log an activity to a lead
Add an activity to the lead.
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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
Learn more
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 noCRM.io 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 noCRM.io 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 noCRM.io triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in noCRM.io. 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 noCRM.io and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire noCRM.io 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.
