Connect Docugami and BuildBetter to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Get Call
Get Call Attendees
Get Call Summaries
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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 Call Is Added
Runs when new call is added
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 Call
Get call details by Call ID.
Get Call Attendees
Get the names and emails of people who attended a specific call.
Get Call Summaries
Get full AI-generated summaries for a specific call.
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Frequently Asked Questions
To start, connect both your Docugami and BuildBetter accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in BuildBetter (or vice versa).
Absolutely. You can customize how Docugami data is recorded in BuildBetter. This includes choosing which data fields go into which fields of BuildBetter, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and BuildBetter 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 BuildBetter. 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 BuildBetter
BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.
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