Connect Breeze and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New File
New Task Created
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Breeze and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task Created
Runs when new task is created
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 Breeze integrations.
Create Project
Create project with details
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
List Project Tasks
List tasks for a project
List Active Projects
Show all active projects
List Workspaces
Get all workspaces
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Frequently Asked Questions
To start, connect both your Breeze and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Breeze 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 Breeze 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 Breeze 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 Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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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