Connect Docugami and crmble to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

crmble

Automatically do this!

Enable Integrations or automations with these events of Docugami and crmble

Enable Integrations or automations with these events of Docugami and crmble

Triggers

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

Actions

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.

Request a new Action for Docugami

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Frequently Asked Questions

How do I start an integration between Docugami and crmble?

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

Can we customize how data from Docugami is recorded in crmble?

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

How often does the data sync between Docugami and crmble?

The data sync between Docugami and crmble 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 crmble?

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 crmble?

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