Connect Docugami and Easybroker to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a Contact Request
Get All Contact Requests
Get Contact By ID
Get Property By ID
List All Collaborations
Get All Property Features
Ready to use Docugami and Easybroker 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.
New Contact Created
Triggers when a new contact is created in EasyBroker.
New Contact Request
Triggers when a new contact request is created in EasyBroker.
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.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get All Contact Requests
Returns a list of the contact requests in a given period or for a specific property, if no parameters are provided all the contact requests will be returned
Get Contact By ID
Get a contact's details by contact ID.
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Frequently Asked Questions
To start, connect both your Docugami and Easybroker accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Easybroker (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Easybroker. This includes choosing which data fields go into which fields of Easybroker, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Easybroker 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 Easybroker. 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn More
