DocuMocu + DocuMocu

DocuMocu + DocuMocu integrations

Create a new document in DocuMocu for every new contact added in DocuMocu

Streamline your document creation process with this efficient workflow. As soon as a new contact is added in DocuMocu, a document is instantly created, sparing you the manual work. Make the most of your time and ensure all necessary documents are always ready when you need them. This workflow keeps your document management in DocuMocu organized and efficient.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create a DocumentDocuments can be created in a folder, if provided. To add recipients while creating the conversation, add recipients array to the request parameters.
ActionWrite

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More things you can do with DocuMocu

Discover other triggers and actions you can use with DocuMocu

New Contact
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document
  Required
Action
Write
- Document
  Required
Action
Write

- Template
  Required
Action
Write
- Address
- City
- Country
- Email
  Required
- Job_title
- Name
  Required
- Organization
- Phone
- Postal_code
- State
Action
Write

- Category
- Currency
  Required
- Description
- Name
  Required
- Price
  Required
- SKU
Action
Write
- Name
  Required
Action
Write
- Product
  Required
Action
Write
- Category
  Required
- Name for the category.
  Required
Action
Write
- Document
  Required
- Name
- Recipient Language
- Reminder Days
- Recurring Reminder Frequency
- Recurring Reminder Period Unit
- Allow Forwarding
- Allow Download
- Currency
- Page Orientation
- Page Size
Action
Write
- Product
  Required
- Category
- Currency
- Description
- Name
  Required
- Price
  Required
- SKU
Action
Write
- Category
  Required
Action
Search
- Document
  Required
Action
Search

Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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Document Completed
Triggers when a document is completed.
Trigger
Instant
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Document Updated
Triggers when a document is updated.
Trigger
Instant
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- Product
  Required
Action
Write
- Product
  Required
Action
Write
- Name
  Required
- ID of the parent category.
Action
Write
- Name
  Required
- Template
- Folder
- Add Recipients
Action
Write
- Document
  Required
- Email
  Required
- Name
  Required
- Passcode
- Role
Action
Write
- Document
  Required
Action
Write
- Template
  Required
Action
Write
- Contact
  Required
- Address
- City
- Country
- Email
  Required
- Job_title
- Name
  Required
- Organization
- Phone
- Postal_code
- State
Action
Write
- Document
  Required
- Status
  Required
- Note
- Send Notification
Action
Write
- Document
  Required
- Recipient
  Required
- Address
- City
- Country
- Job Title
- Name
  Required
- Organization
- Passcode
- Phone
- Postal Code
- Role
- State
Action
Write
- Contact
  Required
Action
Search
- Product
  Required
Action
Search

About DocuMocu

DocuMocu is document management software for creating, sending, and signing proposals and documents.

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Related categories

Proposal & Invoice Management