Connect PDFGate and Doubletick
Integrate PDFGate with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when Envelope Sent from PDF Gate
Send WhatsApp Media Message in Doubletick when Envelope Sent from PDF Gate
Send WhatsApp Template Message in Doubletick when Envelope Sent from PDF Gate
Create a new group in Doubletick when Envelope Sent from PDF Gate
Add a member to a group in Doubletick when Envelope Sent from PDF Gate
Popular PDFGate + Doubletick flows
Start from a real workflow other teams are already running.
Choose a trigger
PDFGate
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an action
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when Envelope Sent from PDF Gate
Use this flowSend WhatsApp Media Message in Doubletick when Envelope Sent from PDF Gate
Use this flowSend WhatsApp Template Message in Doubletick when Envelope Sent from PDF Gate
Use this flowCreate a new group in Doubletick when Envelope Sent from PDF Gate
Use this flowAdd a member to a group in Doubletick when Envelope Sent from PDF Gate
Use this flowDelete a group in Doubletick when Envelope Sent from PDF Gate
Use this flowGet Customer Details in Doubletick when Envelope Sent from PDF Gate
Use this flowAdd Tag to a Customer in Doubletick when Envelope Sent from PDF Gate
Use this flowDelete a Template in Doubletick when Envelope Sent from PDF Gate
Use this flowAssign team member to chat in Doubletick when Envelope Sent from PDF Gate
Use this flowSupported Triggers & Actions
Everything you can automate between PDFGate and Doubletick.
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
Do thisActions
Action is the task that follows automatically within your PDFGate integrations.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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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From idea to automation.
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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PDFGate and Doubletick 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 PDFGate and Doubletick 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 Doubletick. No coding required.
Yes. You can set up a workflow where PDFGate triggers actions in Doubletick, and a separate workflow where Doubletick triggers actions in PDFGate. 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 PDFGate and Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PDFGate and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
