Connect Ricky and Docmaker
Integrate Ricky with Docmaker to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create PDF From Docx Template using Docmaker when New Contact Created in Ricky
Fill Out PDF Form in Docmaker when New Contact Created in Ricky
Print PDF From Webpage in Docmaker when New Contact Created in Ricky
Create PDF From Docx Template using Docmaker when Updated Contact in Ricky
Fill Out PDF Form in Docmaker when Updated Contact in Ricky
Popular Ricky + Docmaker flows
Start from a real workflow other teams are already running.
Choose a trigger
Ricky
When this happens...
New Contact Created
Updated Contact
Choose an action
Docmaker
Automatically do this!
Create PDF From Docx Template
Fill Out PDF Form
Print PDF From Webpage
Create PDF From Docx Template using Docmaker when New Contact Created in Ricky
Use this flowFill Out PDF Form in Docmaker when New Contact Created in Ricky
Use this flowPrint PDF From Webpage in Docmaker when New Contact Created in Ricky
Use this flowCreate PDF From Docx Template using Docmaker when Updated Contact in Ricky
Use this flowFill Out PDF Form in Docmaker when Updated Contact in Ricky
Use this flowPrint PDF From Webpage in Docmaker when Updated Contact in Ricky
Use this flowSupported Triggers & Actions
Everything you can automate between Ricky and Docmaker.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a contact is created in Ricky, by the API or with their first message.
Updated Contact
Runs when a contact's fields, tags or custom values are saved.
Do thisActions
Action is the task that follows automatically within your Ricky integrations.
Find Contacts
Find contacts by text, tag, owner, stage or channel, or get one contact by ID.
Add Note to Contact
Append a note to a contact, after its current notes.
Update Contact
Update the chosen details of a contact; fields you leave empty stay unchanged.
Create Contact
Create a CRM contact with name, email, phone, address, owner, tags and custom fields.
Update Contact Tags
Add or remove tags on one or more contacts (up to 100) without touching their other tags.
Create PDF From Docx Template
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
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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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 Ricky
Ricky is an AI customer-service platform that answers WhatsApp, Instagram, Messenger and web chat in a shared inbox, with AI agents, a contact CRM, templates and broadcasts.
Learn more
About Docmaker
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ricky and Docmaker 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 Ricky and Docmaker 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 Docmaker. No coding required.
Yes. You can set up a workflow where Ricky triggers actions in Docmaker, and a separate workflow where Docmaker triggers actions in Ricky. 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 Ricky and Docmaker. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ricky and Docmaker integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
