Connect Docugami and GoodDay to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Task
Create Folder
Comment On a Task
List Projects
List Events
List Users
List Custom-fields
Use the Built-in Integrations
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 Task
Trigger When new Task is created.
New Project
Trigger When new Project is created.
Task Created
Triggers when task is created.
Task Status
Triggers when task status is changed.
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 Task
create a task in selected folder.
Create Folder
Creates a new Folder.
Comment On a Task
Add a comment to an existing Task.
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Frequently Asked Questions
To start, connect both your Docugami and GoodDay accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in GoodDay (or vice versa).
Absolutely. You can customize how Docugami data is recorded in GoodDay. This includes choosing which data fields go into which fields of GoodDay, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and GoodDay 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 GoodDay. 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 GoodDay
GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
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