Connect Docugami and Formbricks to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
List All Action Classes
List Attribute Classes
List Contact Attribute Keys
List Contact Attributes
List Contacts
List Persons
List Survey Responses
List Surveys
Ready to use Docugami and Formbricks 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.
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.
List All Action Classes
Get all the action classes available in the environment
List Attribute Classes
Geta list of all the available attribute classes.
List Contact Attribute Keys
Get a list of all contact attribute keys defined in the current environment.
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Frequently Asked Questions
To start, connect both your Docugami and Formbricks accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Formbricks (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Formbricks. This includes choosing which data fields go into which fields of Formbricks, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Formbricks 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 Formbricks. 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 Formbricks
Formbricks is an open-source survey platform to gather insights at any point in the user journey.
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