Connect Docugami and Gmail to Build Intelligent Automations
Ready to use Docugami and Gmail automations
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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.
New mail matches your specified search criteria
Trigger when a new mail matches your specified search criteria
New Email
Trigger when a new email arrives in specific mailbox.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Matching Search
Triggers when a new email matches your specific filters (Subject, Sender, or Label). You can customize whether to include thread replies or just the first email.
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.
Send Email
Send an email and attach one or more files or Drive links.
Remove Label From Email
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Add Label to Email
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
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Step by step guides to integrate Docugami and Gmail
Frequently Asked Questions
To start, connect both your Docugami and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Gmail (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Gmail 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 Gmail. 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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