Connect Pastel and Documint to Build Intelligent Automations
Choose a Trigger
When this happens...
New Canvases
New Project
Choose an Action
Automatically do this!
Merge Template
Update Document
Delete Document
Ready to use Pastel and Documint automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Canvases
Triggers when a new canvas is created.
New Project
Triggers when a new Project is created.
New Template
Trigger when a new template is created.
Do thisActions
Action is the task that follows automatically within your Pastel integrations.
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
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Frequently Asked Questions
To start, connect both your Pastel and Documint accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in Documint (or vice versa).
Absolutely. You can customize how Pastel data is recorded in Documint. This includes choosing which data fields go into which fields of Documint, setting up custom formats, and filtering out unwanted information.
The data sync between Pastel and Documint 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 Pastel and Documint. 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.
About Pastel
Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.
Learn MoreAbout Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
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