Connect Docugami and iris crm to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
- Request a new Action for iris crm
Enable Integrations or automations with these events of Docugami and iris crm
Enable Integrations or automations with these events of Docugami and iris crm
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 iris crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in iris crm (or vice versa).
Absolutely. You can customize how Docugami data is recorded in iris crm. This includes choosing which data fields go into which fields of iris crm, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and iris crm 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 iris crm. 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 iris crm
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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