Connect Pencil Spaces and ERP Docs
Integrate Pencil Spaces with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Create Document from Template in ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Get Bulk Send Batch from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Get Bulk Send Rows from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Get Documents from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Popular Pencil Spaces + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Pencil Spaces
When this happens...
User Joins or Leaves a Room
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 Templates from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowCreate Document from Template in ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Bulk Send Batch from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Bulk Send Rows from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Documents from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowDownload Signed Document from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowSend Document Reminder via ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Workspaces from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowDelete Brand Profile in ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Brand Profiles from ERP Docs when User Joins or Leaves a Room in Pencil Spaces
Use this flowSupported Triggers & Actions
Everything you can automate between Pencil Spaces and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
Do thisActions
Action is the task that follows automatically within your Pencil Spaces integrations.
Create Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
Get Bulk Send Rows
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
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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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 Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
Learn moreSimilar apps
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 Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Pencil Spaces. 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 Pencil Spaces and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pencil Spaces 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.
