Connect Docugami and ChatBot to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a Story
Update Story
Search Story
Delete Story
Create segment
Add Users to Segments
Create User
Update Segment
Remove Segment
Delete User
Add segments to User
Use the Built-in Integrations
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.
User Created
Trigger when a new user created.
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 a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
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Frequently Asked Questions
To start, connect both your Docugami and ChatBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in ChatBot (or vice versa).
Absolutely. You can customize how Docugami data is recorded in ChatBot. This includes choosing which data fields go into which fields of ChatBot, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and ChatBot 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 ChatBot. 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 ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
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