IntegrationsriskadvisorDocamatic
riskadvisor + Docamatic

Connect riskadvisor and Docamatic to Build Intelligent Automations

Choose a Trigger

riskadvisor

When this happens...

Choose an Action

Docamatic

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Enable Integrations or automations with these events of riskadvisor and Docamatic

Enable Integrations or automations with these events of riskadvisor and Docamatic

Actions

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

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Frequently Asked Questions

How do I start an integration between riskadvisor and Docamatic?

To start, connect both your riskadvisor and Docamatic accounts to viaSocket. Once connected, you can set up a workflow where an event in riskadvisor triggers actions in Docamatic (or vice versa).

Can we customize how data from riskadvisor is recorded in Docamatic?

Absolutely. You can customize how riskadvisor data is recorded in Docamatic. This includes choosing which data fields go into which fields of Docamatic, setting up custom formats, and filtering out unwanted information.

How often does the data sync between riskadvisor and Docamatic?

The data sync between riskadvisor and Docamatic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from riskadvisor to Docamatic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between riskadvisor and Docamatic?

Yes, you can set conditional logic to control the flow of data between riskadvisor and Docamatic. 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.

riskadvisor

About riskadvisor

RiskAdvisor helps agents connect their clients with the right insurance

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Docamatic

About Docamatic

Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.

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