Connect Zoho People and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho People
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Zoho People and Docugami 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 Zoho People integrations.
Create Attendence Entry
Records an employee’s check-in and check-out time and updates attendance instantly.
Search Employee
Retrieve the details of a specific employee.
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 Zoho People and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho People triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Zoho People 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 Zoho People 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 Zoho People 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 Zoho People
Zoho People is a comprehensive HR management platform designed to streamline and automate various human resource processes. It offers features such as employee database management, attendance tracking, leave management, and performance appraisals, making it an essential tool for efficient HR operations.
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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