Connect Docugami and HubSpot Operations Hub to Build Intelligent Automations
Enable Integrations or automations with these events of Docugami and HubSpot Operations Hub
Enable Integrations or automations with these events of Docugami and HubSpot Operations Hub
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 HubSpot Operations Hub accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in HubSpot Operations Hub (or vice versa).
Absolutely. You can customize how Docugami data is recorded in HubSpot Operations Hub. This includes choosing which data fields go into which fields of HubSpot Operations Hub, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and HubSpot Operations Hub 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 HubSpot Operations Hub. 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.
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About HubSpot Operations Hub
HubSpot Operations Hub is a comprehensive platform designed to streamline and automate business operations. It offers tools for data synchronization, automation, and data quality management, enabling businesses to create a more efficient and connected operational framework. With its robust features, users can automate repetitive tasks, ensure data consistency across platforms, and gain valuable insights into their operations.
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