Connect Docugami and Freshchat Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a User
Search Users
Create a conversation
Search User
Ready to use Docugami and Freshchat Classic 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.
Create a User
Add a new user to Freshchat.
Search Users
Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.
Create a conversation
Creates a new conversation.
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Frequently Asked Questions
To start, connect both your Docugami and Freshchat Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Freshchat Classic (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Freshchat Classic. This includes choosing which data fields go into which fields of Freshchat Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Freshchat Classic 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 Freshchat Classic. 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 Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
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