
When this happens...

Automatically do this!
Create a docset
Create a project
Publish a project
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Action is the task that follows automatically within your Docamatic integrations.
This endpoint allows you to generate a PDF document from a URL or HTML.
allows you to password protect an existing pdf document.
generate a PDF document from a URL or HTML
Add text, images, barcodes and QR codes to an existing pdf document.
This endpoint allows you to create a PDF or image from one of our predefined templates.
Create a docset in Docugami.

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To start, connect both your Docamatic and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Docamatic 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 Docamatic 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 Docamatic 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.
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
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