Connect Worksection and Docamatic to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

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Do thisActions

Action is the task that follows automatically within your Worksection integrations.

Create Project

Create Project

Adds a new project into your account.

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

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Frequently Asked Questions

How do I start an integration between Worksection and Docamatic?

To start, connect both your Worksection and Docamatic accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Docamatic (or vice versa).

Can we customize how data from Worksection is recorded in Docamatic?

Absolutely. You can customize how Worksection 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.

How often does the data sync between Worksection and Docamatic?

The data sync between Worksection and Docamatic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Worksection to Docamatic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Worksection and Docamatic?

Yes, you can set conditional logic to control the flow of data between Worksection 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.

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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Docamatic

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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