Connect Docugami and CheckFlow
Integrate Docugami with CheckFlow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a project in Docugami when Task Is Completed in CheckFlow
Create a docset in Docugami when Checklist Is Created in CheckFlow
Create a project in Docugami when Checklist Is Created in CheckFlow
Share Checklist from CheckFlow when Create Docsets in Docugami
Share Checklist from CheckFlow when Create Project in Docugami
Popular Docugami + CheckFlow flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
Choose an action
CheckFlow
Automatically do this!
Create Checklist
Share Checklist
Find Checklists
Create a project in Docugami when Task Is Completed in CheckFlow
Use this flowCreate a docset in Docugami when Checklist Is Created in CheckFlow
Use this flowCreate a project in Docugami when Checklist Is Created in CheckFlow
Use this flowShare Checklist from CheckFlow when Create Docsets in Docugami
Use this flowShare Checklist from CheckFlow when Create Project in Docugami
Use this flowPublish a project in Docugami when Checklist Is Created in CheckFlow
Use this flowCreate Checklist in CheckFlow when Create Project in Docugami
Use this flowFind Checklists in CheckFlow when Create Docsets in Docugami
Use this flowCreate a project in Docugami when File Uploaded to Checkflow
Use this flowFind Checklists in CheckFlow when Create Project in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and CheckFlow.
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.
Task Is Completed
Runs when task is completed
File Uploaded
Triggers when a new file is uploaded within a task.
Checklist Is Created
Runs when checklist is 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 Checklist
Create checklist from template
Share Checklist
Create shareable checklist URL
Find Checklists
Get checklists; create if none
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn more
About CheckFlow
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and CheckFlow accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docugami and CheckFlow as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CheckFlow. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in CheckFlow, and a separate workflow where CheckFlow triggers actions in Docugami. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docugami and CheckFlow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and CheckFlow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
