Connect Docugami and memberstack to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

memberstack

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new Trigger for Docugami

Do thisActions

Action is the task that follows automatically within your Docugami integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Create Member

Create Member

Creates a new member in Memberstack.

Update Member

Update Member

Updates an existing member's details in Memberstack.

Request a new Action for Docugami

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Frequently Asked Questions

How do I start an integration between Docugami and memberstack?

To start, connect both your Docugami and memberstack accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in memberstack (or vice versa).

Can we customize how data from Docugami is recorded in memberstack?

Absolutely. You can customize how Docugami data is recorded in memberstack. This includes choosing which data fields go into which fields of memberstack, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and memberstack?

The data sync between Docugami and memberstack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docugami to memberstack?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and memberstack?

Yes, you can set conditional logic to control the flow of data between Docugami and memberstack. 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.