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Pabbly

Usage​

Go to Pabbly and create a new workflow. Search for the DocuMocu app.

A unique Webhook URL will be generated. Copy this URL, then navigate to the Settings > Webhooks section in the DocuMocu.

Create a new webhook, paste the copied URL, and select the events you want to monitor.

The following triggers/actions are supported:

Documents - Triggers​

New Document
the payload is document

Triggers when a new document is created.

Document Updated
the payload is expanded document

Triggers when a document is updated.

Document Completed
the payload is expanded document

Triggers when a document is completed.

Documents - Actions​

Create a Document
the response is document

Documents can be created in a folder, if provided. To add recipients while creating the conversation, add recipients array to the request parameters.

Update a Document
the response is document

Updates the specified document by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Document
the response is document

Retrieves a document object.

List All Documents

Returns a list of your documents. The documents are returned sorted by creation date, with the most recently created documents appearing first.

Archive a Document
the response is document

Moves a document to archive. Can be restored later.

Update a Document Status
the response is document

Updates the specified document status.

Recipients - Actions​

Create a Recipient
the response is recipient

Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.

Update a Recipient
the response is recipient

Updates the specified recipient by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Roles - Actions​

Create a Role
the response is role

Create a new document role.

List All Roles

Returns a list of your roles. The roles are returned sorted by name.

Contacts - Triggers​

New Contact
the payload is expanded contact

Triggers when a new contact is created.

Contact Updated
the payload is expanded contact

Triggers when a contact is updated.

Contact Deleted
the payload is expanded contact

Triggers when a contact is deleted.

Contacts - Actions​

Create a Contact
the response is contact

Create a new contact and use it to create document recipients.

Update a Contact
the response is contact

Updates the specified contact by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Contact
the response is contact

Retrieves a contact object.

List All Contacts

Returns a list of your contacts. The contacts are returned sorted by creation date, with the most recently created contacts appearing first.

Templates - Actions​

Restore a Template
the response is template

Restores a template. If template was archived it will be restored from the archive, and subsequently if the template was trashed it will be restored from the trash.

List All Templates

Returns a list of your templates. The templates are returned sorted by creation date, with the most recently created templates appearing first.

Products - Actions​

Create a Product
the response is product

Create a new product and use it quickly add products to pricing tables in documents.

Update a Product
the response is product

Updates the specified product by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Product
the response is product

Retrieves a product object.

Duplicate a Product
the response is product

Make a copy of a product.

Categories - Actions​

Create a Category
the response is category

Create a new category.

Update a Category
the response is category

Updates the specified category by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Category
the response is category

Retrieves a category object.

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