Connect Runo CRM and DocuMocu to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Runo CRM
Choose an Action
Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
Enable Integrations or automations with these events of Runo CRM and DocuMocu
Enable Integrations or automations with these events of Runo CRM and DocuMocu
Actions
Create Allocation
Creates a new allocation
Get process
Retrieve all processes configured in Runo CRM.
Create a Category
Create a new category.
Archive a Document
Moves a document to archive. Can be restored later.
Create a Contact
Create a new contact and use it to create document recipients.
Create a Document
Create a new document.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Runo CRM and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Runo CRM triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Runo CRM data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between Runo CRM and DocuMocu typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Runo CRM and DocuMocu. 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.
About DocuMocu
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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