Connect Docugami and Freshdesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a Contact
Create a Company
Create Forum Category
Create a Forum
Create a Forum Topic
Add Notes to a Tickets
Find a Contact by Email
Find Ticket by Id
Create a Ticket
Update Ticket
Ready to use Docugami and Freshdesk 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.
New Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
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 Contact
Creates a new contact
Create a Company
Creates a new company
Create Forum Category
Create a new forum category
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Frequently Asked Questions
To start, connect both your Docugami and Freshdesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Freshdesk (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Freshdesk. This includes choosing which data fields go into which fields of Freshdesk, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Freshdesk 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 Freshdesk. 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 Freshdesk
Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
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