Connect Docugami and Formstack to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Form Submission
Delete a Form
Create a Form
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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.
Create Form Submission
Create a new submission on form
Delete a Form
Delete an existing form by form id
Create a Form
Create a new form in your account
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Frequently Asked Questions
To start, connect both your Docugami and Formstack accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Formstack (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Formstack. This includes choosing which data fields go into which fields of Formstack, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Formstack 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 Formstack. 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 Formstack
Formstack is a versatile online form builder that enables users to build and design web forms without any coding expertise. It supports data collection, customer feedback, and internal processes enhancement through customizable forms and surveys.
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