Connect Docugami and Airtable to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
List All records
Delete Record
Update Record
List a record by Record ID
Find or Create Record
Create Record
List Bases
List Tables
Create Base
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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.
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.
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.
List All records
Retrieve all records from the selected Airtable base and table.
Delete Record
Remove a specific record from the selected Airtable base and table.
Update Record
Update fields of a specific record in a chosen Airtable base and table.
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Step by step guides to integrate Docugami and Airtable
Frequently Asked Questions
To start, connect both your Docugami and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Airtable (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Airtable 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 Airtable. 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 Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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