Connect Docugami and Kit to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Search Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create or Update Subscriber
Update Subscriber
Unsubscribe Subscriber
Ready to use Docugami and Kit 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.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
Subscriber Unsubscribes
Runs when subscriber unsubscribes
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.
Search Subscriber
Find the details of a existing subscriber by its ID or Email
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add an email address to a specific email sequence.
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Frequently Asked Questions
To start, connect both your Docugami and Kit accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Kit (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Kit. This includes choosing which data fields go into which fields of Kit, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Kit 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 Kit. 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 Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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