Connect Docugami and Geckoboard to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Add Record to Dataset
Ready to use Docugami and Geckoboard 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.
Add Record to Dataset
Add a record to an existing dataset
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Frequently Asked Questions
To start, connect both your Docugami and Geckoboard accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Geckoboard (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Geckoboard. This includes choosing which data fields go into which fields of Geckoboard, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Geckoboard 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 Geckoboard. 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 Geckoboard
Geckoboard is a data visualization tool that helps teams focus on key metrics by providing real-time dashboards to monitor business performance. It allows users to connect to a variety of data sources and create custom dashboards to display their most important data visually.
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