Connect Docugami and JustCall to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a Contact
Find a Contact
Check for Text Replies
Update a Contact
Add a Contact to Sales Dialer Campaign
Delete a Contact From Sales Dialer Campaign
Find a Contact in Sales Dialer
Get all Campaigns
Send a Multimedia Text Message
Send Text Message
Get all Threads
Search Threads
List All Webhooks
Search Campaign
Search User
Search Campaign Contacts
Create Campaign
Search Calls Details
Create an Appointment
List all templates
Ready to use Docugami and JustCall automations
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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.
Call Updated
Triggers when you add/update notes for a particular call.
Incoming Call
Triggers for a new incoming call.
Call Ended
Triggers when a call is ended.
New Text Sent/Received
Triggers when a new text is sent or received.
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.
Create a Contact
Create a new Contact.
Find a Contact
Find a Contact by contact id, phone or email
Check for Text Replies
Check weather you have received a reply from a number.
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Frequently Asked Questions
To start, connect both your Docugami and JustCall accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in JustCall (or vice versa).
Absolutely. You can customize how Docugami data is recorded in JustCall. This includes choosing which data fields go into which fields of JustCall, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and JustCall 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 JustCall. 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 JustCall
JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
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