
When this happens...
Idea Created

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new idea is created in Stormboard.
Action is the task that follows automatically within your Stormboard integrations.
Add a new idea (text, image, video, document, or whiteboard) to a Stormboard storm with the chosen type and color.
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
Create a new category.
Moves a document to archive. Can be restored later.
Create a new contact and use it to create document recipients.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Stormboard and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Stormboard 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 Stormboard 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 Stormboard 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.
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
Learn MoreDocuMocu 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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