Connect Docugami and Heap Analytics to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Track Event
Add User to Heap
Delete Users
Add User Properties
Ready to use Docugami and Heap Analytics automations
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.
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.
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
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Frequently Asked Questions
To start, connect both your Docugami and Heap Analytics accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Heap Analytics (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Heap Analytics. This includes choosing which data fields go into which fields of Heap Analytics, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Heap Analytics 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 Heap Analytics. 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 Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
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