Connect Tess and Docamatic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tess
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
Enable Integrations or automations with these events of Tess and Docamatic
Enable Integrations or automations with these events of Tess and Docamatic
Actions
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
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
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
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Frequently Asked Questions
To start, connect both your Tess and Docamatic accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Docamatic (or vice versa).
Absolutely. You can customize how Tess 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 Tess 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 Tess 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 Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn MoreAbout 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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