Connect Docugami and invoicexpress to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Get an Invoice Details
Get a Item Details
Get a Client Details
Create Client
Delete Item
Finalize Invoice-Receipt
Generate Invoice PDF
Create Items
Create Tax
List all Taxes
List All Invoices
Update Client
Update Item
Create new Invoice
Ready to use Docugami and invoicexpress automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Get an Invoice Details
Get an invoice details from invoicexpress.
Get a Item Details
Get full details of the selected item.
Get a Client Details
get a client details from the InvoicExpress
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Frequently Asked Questions
To start, connect both your Docugami and invoicexpress accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in invoicexpress (or vice versa).
Absolutely. You can customize how Docugami data is recorded in invoicexpress. This includes choosing which data fields go into which fields of invoicexpress, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and invoicexpress 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 invoicexpress. 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.
Learn MoreAbout invoicexpress
InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.
Learn More
