Connect Teamhood and ERP Docs
Integrate Teamhood with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when Item Created in Teamhood
Create Document from Template in ERP Docs when Item Created in Teamhood
Get Bulk Send Batch from ERP Docs when Item Created in Teamhood
Get Bulk Send Rows from ERP Docs when Item Created in Teamhood
Get Documents from ERP Docs when Item Created in Teamhood
Popular Teamhood + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamhood
When this happens...
Item Created
Item Updated
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 Item Created in Teamhood
Use this flowCreate Document from Template in ERP Docs when Item Created in Teamhood
Use this flowGet Bulk Send Batch from ERP Docs when Item Created in Teamhood
Use this flowGet Bulk Send Rows from ERP Docs when Item Created in Teamhood
Use this flowGet Documents from ERP Docs when Item Created in Teamhood
Use this flowDownload Signed Document from ERP Docs when Item Created in Teamhood
Use this flowSend Document Reminder via ERP Docs when Item Created in Teamhood
Use this flowGet Workspaces from ERP Docs when Item Created in Teamhood
Use this flowDelete Brand Profile in ERP Docs when Item Created in Teamhood
Use this flowGet Brand Profiles from ERP Docs when Item Created in Teamhood
Use this flowSupported Triggers & Actions
Everything you can automate between Teamhood and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
Item Created
Runs when a new item is created in the selected workspace.
Item Updated
Runs when an existing item in Teamhood is updated.
Do thisActions
Action is the task that follows automatically within your Teamhood integrations.
Complete Item
Marks the item as done.
Create Item
Creates a new item in your Teamhood board.
Create Board Row
Creates a new row on a Teamhood board with a title, start date, and end date.
Create Board
Creates a new board in Teamhood to organize tasks and projects.
Delete Item
Removes an item from Teamhood.
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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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 Teamhood 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 Teamhood 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 Teamhood triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Teamhood. 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 Teamhood and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamhood 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.
