Connect Docugami and Microsoft Bookings to Build Intelligent Automations
Enable Integrations or automations with these events of Docugami and Microsoft Bookings
Enable Integrations or automations with these events of Docugami and Microsoft Bookings
Triggers
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.
Actions
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Docugami and Microsoft Bookings accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Microsoft Bookings (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Microsoft Bookings. This includes choosing which data fields go into which fields of Microsoft Bookings, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Microsoft Bookings 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 Bookings. 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.
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About Microsoft Bookings
Microsoft Bookings is an online and mobile app for small businesses who provide services to customers on an appointment basis. It allows businesses to manage their appointments, bookings, and customer information efficiently, integrating seamlessly with Microsoft 365 to streamline scheduling and communication.
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