Connect Docugami and Callbell to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create New Contact
Update Contact With ID
Get Contacts
List Team
Update Bot Status
List Channels
List Custom Statuses
List Templates
Ready to use Docugami and Callbell 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 Contact Is Added
Runs when new contact is added
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
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.
Create New Contact
Creates a new Contact
Update Contact With ID
Updates an existing Callbell contact by modifying details like name, tags, assigned team/user, bot status, and custom fields.
Get Contacts
Fetch contacts from your Callbell account by retrieving all contacts, looking up a specific contact by UUID, or searching by phone number.
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Frequently Asked Questions
To start, connect both your Docugami and Callbell accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Callbell (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Callbell. This includes choosing which data fields go into which fields of Callbell, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Callbell 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 Callbell. 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
Learn More
