Connect Docugami and DevRev to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

DevRev

Automatically do this!

Ready to use Docugami and DevRev automations

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.

Account Created

Account Created

Trigger when a new Account is created.

Timeline Entry Created

Timeline Entry Created

Trigger when a new Timeline Entry Created.

Tag Updated

Tag Updated

Trigger when a new Tag Updated.

Tag Deleted

Tag Deleted

Trigger when a Tag Deleted.

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.

Update Dev User

Update Dev User

Updates the user corresponding to the input ID.

List Dev Users

List Dev Users

Lists users within your organization.

List Parts

List Parts

Lists a collection of parts

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Frequently Asked Questions

How do I start an integration between Docugami and DevRev?

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

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

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

How often does the data sync between Docugami and DevRev?

The data sync between Docugami and DevRev 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 DevRev?

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 DevRev?

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

About DevRev

DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.

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