Connect Docugami and heiapply-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
- Request a new Action for heiapply-crm
Enable Integrations or automations with these events of Docugami and heiapply-crm
Enable Integrations or automations with these events of Docugami and heiapply-crm
Triggers
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.
Actions
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Docugami and heiapply-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in heiapply-crm (or vice versa).
Absolutely. You can customize how Docugami data is recorded in heiapply-crm. This includes choosing which data fields go into which fields of heiapply-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and heiapply-crm 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 heiapply-crm. 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.
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