Connect Docugami and Intend to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Intend

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.

List Goals

List Goals

Get all the existing goals

Request a new Action for Docugami

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Docugami and Intend?

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

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

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

How often does the data sync between Docugami and Intend?

The data sync between Docugami and Intend 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 Intend?

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 Intend?

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

Learn More
Intend

About Intend

Intend is a powerful tool designed to help you set, track, and achieve your goals efficiently. Whether you're managing personal objectives or professional milestones, Intend provides a streamlined platform to keep you focused and motivated.

Learn More