Connect telecrm and Docamatic to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Convert URL or HTML to Image
Password Protect PDF
Convert URL or HTML to PDF
Write to an existing PDF
Generate a PDF from a predefined template
Ready to use telecrm and Docamatic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
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Frequently Asked Questions
To start, connect both your telecrm and Docamatic accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Docamatic (or vice versa).
Absolutely. You can customize how telecrm 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.
The data sync between telecrm and Docamatic 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 telecrm 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.
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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