Connect Docugami and Hex to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Hex

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new Trigger for Docugami

Do thisActions

Action is the task that follows automatically within your Docugami integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Create Collection

Create Collection

Creates a Hex collection with a name, optional description, and configurable sharing permissions for users, groups, and workspace members.

Create Group

Create Group

Create a new Hex group and add the selected users as members.

List Groups

List Groups

Retrieve all groups in your Hex workspace.

Request a new Action for Docugami

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Frequently Asked Questions

How do I start an integration between Docugami and Hex?

To start, connect both your Docugami and Hex accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Hex (or vice versa).

Can we customize how data from Docugami is recorded in Hex?

Absolutely. You can customize how Docugami data is recorded in Hex. This includes choosing which data fields go into which fields of Hex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and Hex?

The data sync between Docugami and Hex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docugami to Hex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and Hex?

Yes, you can set conditional logic to control the flow of data between Docugami and Hex. 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.

Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

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Hex

About Hex

Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.

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