Connect Docugami and Cliengo to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Ready to use Docugami and Cliengo automations
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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 Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
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 Customer
creates a new customer
Search Agent
Search a agent
Update Customer
Update an existing custome
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Frequently Asked Questions
To start, connect both your Docugami and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Cliengo. This includes choosing which data fields go into which fields of Cliengo, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Cliengo 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 Cliengo. 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 Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
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