
When this happens...
New Customer
New Dispatch
New Invoice
New Order
New Payment
New Product
Updated Customer
Updated Inventory Level
Updated Order
Delete Customer
Deleted Invoice
Updated Product
Deleted Product
Deleted Order

Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a new dispatch is created.
Triggers when a new invoice is created.
Triggers when a new order is created.
Triggers when a new payment is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Orderspace integrations.
Creating a new customer
Create a new price list.
Create a new category.
Moves a document to archive. Can be restored later.
Create a new contact and use it to create document recipients.
Create a new document.

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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 Orderspace and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderspace triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Orderspace data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between Orderspace and DocuMocu 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 Orderspace and DocuMocu. 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.
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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