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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 Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Get Hours and Wages report Detailed
Retrieves either scheduled or actual hours and wages
List Departments
List Departments for a company.
List Locations
List Locations for a company.
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Frequently Asked Questions
To start, connect both your Docugami and 7Shifts accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in 7Shifts (or vice versa).
Absolutely. You can customize how Docugami data is recorded in 7Shifts. This includes choosing which data fields go into which fields of 7Shifts, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and 7Shifts 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 Docugami and 7Shifts. 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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout 7Shifts
7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.
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