Connect Docugami and Less Annoying CRM to Build Intelligent 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 Contact
Triggers when a new contact is created.
New Company
Triggers when a new company is created.
New File
Triggers when new file is attach to an contact.
New Note
Triggers when a new note is attach to a contact.
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 Contacts
Retrieves the list of all contacts
List All Notes
Retrieves the list of all notes
List All Teams
Retrieves the list of all teams
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Frequently Asked Questions
To start, connect both your Docugami and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Less Annoying CRM 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 Less Annoying CRM. 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 Less Annoying CRM
Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
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