Connect Docugami and Infobip to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Infobip

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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.

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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.

Send SMS Message

Send SMS Message

Send SMS message.

Create a Person

Create a Person

Create a new person profile with contact info and optional attributes.

Create a Company

Create a Company

Create a new company record in Infobip with optional details such as notes, country, region, account manager, customer stage, industry, VAT number, tags, and custom attributes.

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Frequently Asked Questions

How do I start an integration between Docugami and Infobip?

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

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

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

How often does the data sync between Docugami and Infobip?

The data sync between Docugami and Infobip 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 Infobip?

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 Infobip?

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

About Infobip

Infobip offers omnichannel engagement solutions for businesses to simplify customer communication, enhance CX, and grow securely and reliably.

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