Connect Docugami and Elastic Email to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
List Campaigns
Get a Contact
Get All Contacts
Create or Update Template
Get All Templates
Unsubscribe Contacts
Get All Contacts from a List
Get a Contact by Email
Delete Contact by Email
Create Contact
Create Contact List
Ready to use Docugami and Elastic Email automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Add Contact to Specified List
Runs when new contact is added to specified list.
Campaign Sent
Triggers when a campaign is created.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
List Campaigns
List all campaigns or get a campaign by name.
Get a Contact
Get a contact details by email.
Get All Contacts
Retrieve all existing contacts.
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Frequently Asked Questions
To start, connect both your Docugami and Elastic Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Elastic Email (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Elastic Email. This includes choosing which data fields go into which fields of Elastic Email, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Elastic Email typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and Elastic Email. 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.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
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