Connect Docugami and Loom to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Get Video Metadata
Generate Embed Code
Ready to use Docugami and Loom 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.
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 Video Metadata
Retrieve Loom video info
Generate Embed Code
Create iframe code from Loom
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Frequently Asked Questions
To start, connect both your Docugami and Loom accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Loom (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Loom. This includes choosing which data fields go into which fields of Loom, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Loom 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 Loom. 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 Loom
Loom is a video messaging tool that helps you get your message across through instantly shareable videos. With Loom, you can record your screen, voice, and face to create an engaging video that can be shared with others. It's perfect for team collaboration, providing feedback, or communicating complex ideas in a more personal and effective way.
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