Connect Docugami and clickfunnels to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

clickfunnels

Automatically do this!

Enable Integrations or automations with these events of Docugami and clickfunnels

Enable Integrations or automations with these events of Docugami and clickfunnels

Triggers

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new Trigger for Docugami

Actions

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Request a new Action for Docugami

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Frequently Asked Questions

How do I start an integration between Docugami and clickfunnels?

To start, connect both your Docugami and clickfunnels accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in clickfunnels (or vice versa).

Can we customize how data from Docugami is recorded in clickfunnels?

Absolutely. You can customize how Docugami data is recorded in clickfunnels. This includes choosing which data fields go into which fields of clickfunnels, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and clickfunnels?

The data sync between Docugami and clickfunnels typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docugami to clickfunnels?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and clickfunnels?

Yes, you can set conditional logic to control the flow of data between Docugami and clickfunnels. 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.

Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

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clickfunnels

About clickfunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

Learn More