Connect Docugami and MoEngage to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create or Update User
Add or Remove User From Cohort
Ready to use Docugami and MoEngage 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.
Create or Update User
This action creates a new user in MoEngage .If the user profile already exist , this action updates the user attributes
Add or Remove User From Cohort
This action adds or removes a user from cohort
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Frequently Asked Questions
To start, connect both your Docugami and MoEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in MoEngage (or vice versa).
Absolutely. You can customize how Docugami data is recorded in MoEngage. This includes choosing which data fields go into which fields of MoEngage, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and MoEngage 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 MoEngage. 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 MoEngage
MoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.
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