Connect Productlane and ERP Docs
Integrate Productlane with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Company in Productlane
Create Document from Template in ERP Docs when New Company in Productlane
Get Bulk Send Batch from ERP Docs when New Company in Productlane
Get Bulk Send Rows from ERP Docs when New Company in Productlane
Get Documents from ERP Docs when New Company in Productlane
Popular Productlane + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Productlane
When this happens...
New Company
New Contact
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 New Company in Productlane
Use this flowCreate Document from Template in ERP Docs when New Company in Productlane
Use this flowGet Bulk Send Batch from ERP Docs when New Company in Productlane
Use this flowGet Bulk Send Rows from ERP Docs when New Company in Productlane
Use this flowGet Documents from ERP Docs when New Company in Productlane
Use this flowDownload Signed Document from ERP Docs when New Company in Productlane
Use this flowSend Document Reminder via ERP Docs when New Company in Productlane
Use this flowGet Workspaces from ERP Docs when New Company in Productlane
Use this flowDelete Brand Profile in ERP Docs when New Company in Productlane
Use this flowGet Brand Profiles from ERP Docs when New Company in Productlane
Use this flowSupported Triggers & Actions
Everything you can automate between Productlane and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Productlane integrations.
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
Delete Company
Delete a specific company by its id.
Create Segment
Creates a new segment.
Delete Contact
Deletes a specific contact by ID from the contact list.
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 Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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 Productlane 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 Productlane 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 Productlane triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Productlane. 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 Productlane and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productlane 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.
