DocuMocu and Salesflare
How to connect DocuMocu
- Via Zapier — 30 operations available. Set it up ↗
What you can automate
- When new Contact in DocuMocu, find or create contact in Salesflare.
- When contact Updated in DocuMocu, find or create contact in Salesflare.
About DocuMocu
DocuMocu is document management software for creating, sending, and signing proposals and documents.
DocuMocu operations on Zapier
Triggers (6)
Start a workflow when this happens
- Contact Deleted — Triggers when a contact is deleted.
- Contact Updated — Triggers when a contact is updated.
- Document Completed — Triggers when a document is completed.
- Document Updated — Triggers when a document is updated.
- New Contact — Triggers when a new contact is created.
Show 1 more triggers
- New Document — Triggers when a new document is created.
Actions (20)
Things Salesflare can make it do
- Archive a Document — Moves a document to archive. Can be restored later.
- Create a Category — Create a new category.
- Create a Contact — Create a new contact and use it to create document recipients.
- Create a Document — Documents can be created in a folder, if provided. To add recipients while creating the conversation, add recipients array to the request parameters.
- Create a Product — Create a new product and use it quickly add products to pricing tables in documents.
Show 15 more actions
- Create a Recipient — Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.
- Create a Role — Create a new document role.
- Duplicate a Product — Make a copy of a product.
- Restore a Document — Restores a document. If document was archived it will be restored from the archive, and subsequently if the document was trashed it will be restored from the trash.
- Restore a Product — Restore a product from trash.
- Restore a Template — Restores a template from the trash.
- Trash a Document — Trash a document.
- Trash a Product — Move a product to trash.
- Trash a Template — Trash a template.
- Update a Category — Updates the specified category by setting the values of the parameters passed. Any parameters not provided will be left unchanged.
- Update a Contact — Updates the specified contact by setting the values of the parameters passed. Any parameters not provided will be left unchanged.
- Update a Document — Updates the specified document by setting the values of the parameters passed. Any parameters not provided will be left unchanged.
- Update a Document Status — Updates the specified document status.
- Update a Product — Updates the specified product by setting the values of the parameters passed. Any parameters not provided will be left unchanged.
- Update a Recipient — Updates the specified recipient by setting the values of the parameters passed. Any parameters not provided will be left unchanged.
Searches (4)
Look up existing records
- Find Category — Finds a category.
- Find a Contact — Finds a contact.
- Find a Document — Finds a document.
- Find a Product — Finds a product.
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