Connect Docugami and Botse to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Send WhatsApp Template Message
Create Contact
Delete Contact
Ready to use Docugami and Botse 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.
New Message Arrives
Runs when new message arrives
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.
Send WhatsApp Template Message
Sends a WhatsApp template message with dynamic fields and optional media to an individual or group.
Create Contact
Create a new contact in Botse CRM using name, WhatsApp, email, and any custom fields.
Delete Contact
Delete a contact from your contacts list.
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Frequently Asked Questions
To start, connect both your Docugami and Botse accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Botse (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Botse. This includes choosing which data fields go into which fields of Botse, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Botse 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 Botse. 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 Botse
Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.
Learn More
