Connect Docugami and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
- Request a new Action for Follow Up Boss
Enable Integrations or automations with these events of Docugami and Follow Up Boss
Enable Integrations or automations with these events of Docugami and Follow Up Boss
Triggers
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.
Actions
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Know More About Docugami and Follow Up Boss Integrations
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Frequently Asked Questions
To start, connect both your Docugami and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Follow Up Boss 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 Follow Up Boss. 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 Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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