Connect Slide and ERP Docs
Integrate Slide with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when When a new contact is created in Slide
Create Document from Template in ERP Docs when When a new contact is created in Slide
Get Bulk Send Batch from ERP Docs when When a new contact is created in Slide
Get Bulk Send Rows from ERP Docs when When a new contact is created in Slide
Get Documents from ERP Docs when When a new contact is created in Slide
Popular Slide + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Slide
When this happens...
When a new contact is created
When a new WhatsApp message is received
When an email is delivered
When a new order is created
When a voice call is completed
When a contact is updated
When a new Instagram message is received
When a form is submitted
When an order is fulfilled
When an SMS is received
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 When a new contact is created in Slide
Use this flowCreate Document from Template in ERP Docs when When a new contact is created in Slide
Use this flowGet Bulk Send Batch from ERP Docs when When a new contact is created in Slide
Use this flowGet Bulk Send Rows from ERP Docs when When a new contact is created in Slide
Use this flowGet Documents from ERP Docs when When a new contact is created in Slide
Use this flowDownload Signed Document from ERP Docs when When a new contact is created in Slide
Use this flowSend Document Reminder via ERP Docs when When a new contact is created in Slide
Use this flowGet Workspaces from ERP Docs when When a new contact is created in Slide
Use this flowDelete Brand Profile in ERP Docs when When a new contact is created in Slide
Use this flowGet Brand Profiles from ERP Docs when When a new contact is created in Slide
Use this flowSupported Triggers & Actions
Everything you can automate between Slide and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new WhatsApp message is received
Runs the workflow automatically whenever a new WhatsApp message is received in the account.
When an email is delivered
Runs the workflow automatically whenever an email is confirmed as delivered to the recipient.
When a new order is created
Runs the workflow automatically when a new order is created in the connected Shopify store.
When a voice call is completed
Runs the workflow automatically whenever a voice call is completed.
When a contact is updated
Runs the workflow automatically whenever a contact is updated.
Do thisActions
Action is the task that follows automatically within your Slide integrations.
Send One-Time Password
Send a one-time password (OTP) to a phone number using a specified OTP widget configuration.
Send WhatsApp Template Message
Send an approved WhatsApp template message to a phone number, optionally filling template variables.
Send Email From Template
Send an email using a selected template to a recipient, with optional sender name/email, personalization variables, subject, and reply-to address.
Create Email Contact
Create a new email contact, optionally including first and last name.
List SMS Campaigns
Retrieve your SMS campaigns, optionally using pagination.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
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 Slide
Slide by Synquic is an omnichannel marketing and messaging automation platform. Automate Instagram DMs (including comment-to-DM and story replies), run WhatsApp Business API broadcasts and flows, build chatbots, send email campaigns and drips, and trigger AI voice calls—all from one dashboard. As a Meta Verified Tech Partner, Slide helps brands capture leads, engage customers, and drive conversions with analytics and ecommerce integrations like Shopify. Trusted by 40+ brands across India.
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 Slide 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 Slide 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 Slide triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Slide. 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 Slide and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Slide 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.
