Connect Docugami and connect365 to Build Intelligent Automations
Enable Integrations or automations with these events of Docugami and connect365
Enable Integrations or automations with these events of Docugami and connect365
Triggers
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.
Actions
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Docugami and connect365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in connect365 (or vice versa).
Absolutely. You can customize how Docugami data is recorded in connect365. This includes choosing which data fields go into which fields of connect365, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and connect365 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 connect365. 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.
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About connect365
Connect 365 is a sales email automation tool designed to help you deliver personal emails at scale.
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