viaSocket

Connect Docugami and Document360 to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Document360

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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.

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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.

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

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Frequently Asked Questions

How do I start an integration between Docugami and Document360?

To start, connect both your Docugami and Document360 accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Document360 (or vice versa).

Can we customize how data from Docugami is recorded in Document360?

Absolutely. You can customize how Docugami data is recorded in Document360. This includes choosing which data fields go into which fields of Document360, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and Document360?

The data sync between Docugami and Document360 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 Document360?

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 Document360?

Yes, you can set conditional logic to control the flow of data between Docugami and Document360. 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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Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

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