Connect Docugami and Espo CRM
Integrate Docugami with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Docugami + Espo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
Choose an action
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Create Lead in Espo CRM when Create Project in Docugami
Use this flowGet Lead from Espo CRM when Create Project in Docugami
Use this flowUpdate Lead in Espo CRM when Create Project in Docugami
Use this flowFind Leads by Text Filter in Espo CRM when Create Project in Docugami
Use this flowCreate Lead in Espo CRM when Create Docsets in Docugami
Use this flowGet Lead from Espo CRM when Create Docsets in Docugami
Use this flowUpdate Lead in Espo CRM when Create Docsets in Docugami
Use this flowFind Leads by Text Filter in Espo CRM when Create Docsets in Docugami
Use this flowCreate a docset in Docugami when New Lead in Espo CRM
Use this flowCreate a project in Docugami when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Espo CRM.
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 Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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 Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn more
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Espo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docugami and Espo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Espo CRM. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Espo CRM, and a separate workflow where Espo CRM triggers actions in Docugami. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docugami and Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
