Connect Certifier and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Certifier and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Triggers when new group 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 Certifier integrations.
Delete Credential
Delete an existing Credential.
Delete Group
Delete an existing group.
Update a credential
Update a credential
Update a group
Update a group
Create Group
Creates a group.
Issue Credential
Creates, issues, and sends a credential to a recipient.
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Frequently Asked Questions
To start, connect both your Certifier and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Certifier 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 Certifier 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 Certifier 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.
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