Connect Docugami and Cal ID to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Find Available Times
Create Booking
List Teams
Get Team Schedules
Create Team Slots
Ready to use Docugami and Cal ID 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.
Booking Created
Triggers when new booking is created.
Booking Cancelled
Triggers when new booking is cancelled.
Booking Rescheduled
Triggers when a new booking is rescheduled.
Booking Requested
Triggers when a Booking Requested
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.
Find Available Times
Show free time slots between two dates; optionally filter by meeting (event) type.
Create Booking
Create booking: time, guests
List Teams
Show all teams in your account to view or manage team calendars (supports filters, sorting, and pagination).
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Frequently Asked Questions
To start, connect both your Docugami and Cal ID accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Cal ID (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Cal ID. This includes choosing which data fields go into which fields of Cal ID, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Cal ID 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 Cal ID. 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 Cal ID
OneHash Cal is a comprehensive calendar application designed to streamline scheduling and time management for individuals and teams. It offers features such as event scheduling, reminders, and integration with other productivity tools to enhance efficiency and organization.
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