Connect Docugami and Leadzen.ai to Build Intelligent Automations
Ready to use Docugami and Leadzen.ai 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.
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.
Get Credits
Get credits availability of your account.
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Frequently Asked Questions
To start, connect both your Docugami and Leadzen.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Leadzen.ai (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Leadzen.ai. This includes choosing which data fields go into which fields of Leadzen.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Leadzen.ai 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 Leadzen.ai. 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 Leadzen.ai
Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.
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