Connect Runo CRM and Docamatic to Build Intelligent Automations

Choose a Trigger

Runo CRM

When this happens...

Choose an Action

Docamatic

Automatically do this!

Enable Integrations or automations with these events of Runo CRM and Docamatic

Enable Integrations or automations with these events of Runo CRM and Docamatic

Actions

Create Allocation

Create Allocation

Creates a new allocation.

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 Runo CRM and Docamatic?

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

Can we customize how data from Runo CRM is recorded in Docamatic?

Absolutely. You can customize how Runo CRM 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 Runo CRM and Docamatic?

The data sync between Runo CRM 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 Runo CRM 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 Runo CRM and Docamatic?

Yes, you can set conditional logic to control the flow of data between Runo CRM 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.

Runo CRM

About Runo CRM

Runo CRM is a calling and sales focused mobile CRM.

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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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