Connect Docugami and Lead Information to Build Intelligent Automations
Enable Integrations or automations with these events of Docugami and Lead Information
Enable Integrations or automations with these events of Docugami and Lead Information
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 Lead Information accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Lead Information (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Lead Information. This includes choosing which data fields go into which fields of Lead Information, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Lead Information 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 Lead Information. 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.
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