Connect Docugami and Common Room to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Common Room

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Do thisActions

Action is the task that follows automatically within your Docugami integrations.

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.

Add Activity From Third Party Source

Add Activity From Third Party Source

Adds an activity to a contact in your room.

Add Contact From Third Party Source

Add Contact From Third Party Source

Adds a contact to your room.

List Contact Custom Fields

List Contact Custom Fields

Get all the contact custom fields from Common Room

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Frequently Asked Questions

How do I start an integration between Docugami and Common Room?

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

Can we customize how data from Docugami is recorded in Common Room?

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

How often does the data sync between Docugami and Common Room?

The data sync between Docugami and Common Room 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 Common Room?

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 Common Room?

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

About Common Room

Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.

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