Connect Visualvisitor and ERP Docs
Integrate Visualvisitor with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Supported Triggers & Actions
Everything you can automate between Visualvisitor and ERP Docs.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Visualvisitor integrations.
Get all users
Here you will get all user details.
Get a user
Here you will get a specific user details.
PlusPerson Search for leads
This is for plus person allows you to search for leads.
PlusPerson Create a bulk leads job
Create a job to bulk upload leads efficiently in one go.
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.
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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From idea to automation.
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 Visualvisitor
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
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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 Visualvisitor 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 Visualvisitor 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 Visualvisitor triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Visualvisitor. 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 Visualvisitor and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Visualvisitor 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.
