Connect Trafft and ERP Docs
Integrate Trafft with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document from Template in ERP Docs when Appointment Booked in Trafft
Get Bulk Send Batch from ERP Docs when Appointment Booked in Trafft
Get Documents from ERP Docs when Appointment Booked in Trafft
Send Document Reminder via ERP Docs when Appointment Booked in Trafft
Get Workspaces from ERP Docs when Appointment Booked in Trafft
Popular Trafft + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Trafft
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
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
Create Document from Template in ERP Docs when Appointment Booked in Trafft
Use this flowGet Bulk Send Batch from ERP Docs when Appointment Booked in Trafft
Use this flowGet Documents from ERP Docs when Appointment Booked in Trafft
Use this flowSend Document Reminder via ERP Docs when Appointment Booked in Trafft
Use this flowGet Workspaces from ERP Docs when Appointment Booked in Trafft
Use this flowGet Brand Profiles from ERP Docs when Appointment Booked in Trafft
Use this flowUpdate Brand Profile in ERP Docs when Appointment Booked in Trafft
Use this flowCreate Brand Profile in ERP Docs when Appointment Booked in Trafft
Use this flowCreate Document from Template in ERP Docs when Appointment Canceled in Trafft
Use this flowGet Bulk Send Rows from ERP Docs when Appointment Canceled in Trafft
Use this flowSupported Triggers & Actions
Everything you can automate between Trafft and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch 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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn moreAbout 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 Trafft 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 Trafft 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 Trafft triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Trafft. 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 Trafft and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trafft 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.
