Connect Docugami and FormRobin
Integrate Docugami with FormRobin to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Docugami + FormRobin 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
FormRobin
Automatically do this!
List Forms
Get Form Details
Create Form
Update Form
Delete Form
List Form Submissions
List Forms from FormRobin when Create Project in Docugami
Use this flowGet Form Details from FormRobin when Create Project in Docugami
Use this flowCreate Form in FormRobin when Create Project in Docugami
Use this flowUpdate Form in FormRobin when Create Project in Docugami
Use this flowDelete Form in FormRobin when Create Project in Docugami
Use this flowList Form Submissions from FormRobin when Create Project in Docugami
Use this flowList Forms from FormRobin when Create Docsets in Docugami
Use this flowGet Form Details from FormRobin when Create Docsets in Docugami
Use this flowCreate Form in FormRobin when Create Docsets in Docugami
Use this flowUpdate Form in FormRobin when Create Docsets in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and FormRobin.
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 Forms
Retrieve a page of forms from FormRobin; select the page number to fetch.
Get Form Details
Get a form's details by Form ID.
Create Form
Create a new form with name, folder, submit text, redirect URL, webhook, and email notification setting.
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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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 moreSimilar apps
About FormRobin
FormRobin is a form backend service that helps developers collect, manage, and receive submissions from website forms without building a custom server-side form handler.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and FormRobin 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 FormRobin 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 FormRobin. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in FormRobin, and a separate workflow where FormRobin 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 FormRobin. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and FormRobin integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.