Connect Intercorp BAS and Docugami to Build Intelligent Automations
Ready to use Intercorp BAS and Docugami 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.
Do thisActions
Action is the task that follows automatically within your Intercorp BAS integrations.
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Intercorp BAS and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Intercorp BAS data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between Intercorp BAS and Docugami 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 Intercorp BAS and Docugami. 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 Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
Learn MoreAbout Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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