Connect Docugami and Kendo Email to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Get Company Leads by Domain
Search Company Profile
Ready to use Docugami and Kendo Email 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.
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 Company Leads by Domain
Find leads by company domain
Search Company Profile
Find company details by name
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Frequently Asked Questions
To start, connect both your Docugami and Kendo Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Kendo Email (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Kendo Email. This includes choosing which data fields go into which fields of Kendo Email, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Kendo Email 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 Kendo Email. 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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