Connect Docugami and karlia to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
Ready to use Docugami and karlia 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.
New Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier is created.
Update Supplier
Triggers when a supplier is updated.
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.
List All Users
Retrieve the list of all users
Create Purchase
Create an Purchase.
Create Event
Create an event.
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Frequently Asked Questions
To start, connect both your Docugami and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in karlia (or vice versa).
Absolutely. You can customize how Docugami data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and karlia 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 karlia. 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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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