Connect Docugami and Microsoft Teams to Build Intelligent Automations
Ready to use Docugami and Microsoft Teams 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 Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
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.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
Create Private Channel
Create a new private channel in a team.
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Step by step guides to integrate Docugami and Microsoft Teams
Frequently Asked Questions
To start, connect both your Docugami and Microsoft Teams accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Microsoft Teams (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Microsoft Teams. This includes choosing which data fields go into which fields of Microsoft Teams, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Microsoft Teams 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 Microsoft Teams. 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 Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
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