Connect Docugami and Facebook Ads to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Facebook Ads

Automatically do this!

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.

Request a new Trigger for Docugami

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.

Get Ad Campaign Insights

Get Ad Campaign Insights

Get performance metrics for selected ad campaigns.

Get Ad Creative Insights

Get Ad Creative Insights

Retrieve ad creative details (images/thumbnails) and performance metrics (clicks, impressions, spend, conversions) for selected Facebook ad accounts and date ranges, with optional breakdowns, filters, and summary.

Request a new Action for Docugami

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Frequently Asked Questions

How do I start an integration between Docugami and Facebook Ads?

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

Can we customize how data from Docugami is recorded in Facebook Ads?

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

How often does the data sync between Docugami and Facebook Ads?

The data sync between Docugami and Facebook Ads 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 Facebook Ads?

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 Facebook Ads?

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

About Facebook Ads

Facebook Ads Insights provides detailed analytics and performance metrics for your Facebook advertising campaigns. It helps marketers and businesses understand the effectiveness of their ads, optimize their strategies, and make data-driven decisions to improve ROI.

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