Connect Docugami and Freshsales Suite to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Create Or Update Contact
Ready to use Docugami and Freshsales Suite 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.
Contact Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Contact Updated
Runs when an existing contact is updated.
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.
Update Account
Update an existing account
Create Deal
Create a new deal.
Create Task
Creates a new task in Freshsales Suite.
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Frequently Asked Questions
To start, connect both your Docugami and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Freshsales Suite 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 Freshsales Suite. 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 Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn More
