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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 Contact
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
New List
Fetches contact lists created since the last check and returns the most recent lists.
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.
Add Contact to List
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create Contact
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Tag Contact
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
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Frequently Asked Questions
To start, connect both your Docugami and Constant Contact accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Constant Contact (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Constant Contact. This includes choosing which data fields go into which fields of Constant Contact, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Constant Contact 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 Constant Contact. 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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Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.
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