Connect Docugami and Contacts+ to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Remove Tags From Contact
Add Note To Contact
Create Contact
Get Account Information
Get Teams
Create Tag
Add Tags to Contact
Update Contact
Find Contact
Ready to use Docugami and Contacts+ automations
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.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
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.
Remove Tags From Contact
Remove tags from a contact
Add Note To Contact
Attach a note to a contact
Create Contact
Create a new contact
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Frequently Asked Questions
To start, connect both your Docugami and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Contacts+ (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Contacts+ 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 Contacts+. 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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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