Connect Docugami and Moosend to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Unsubscribe Member
Create Custom Field
Create Empty Segment
Delete Subscriber
Search Subscriber
Create/Update Subscriber
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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 Subscriber
Triggers when a new subscriber is added to a mailing list.
New Unsubscriber
Triggers when a subscriber is unsubscribed.
Update Subscriber
Triggers when a subscriber’s profile has been updated.
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.
Unsubscribe Member
Unsubscribes a member from target mailing lists.
Create Custom Field
Create a new custom field in a specific mailing list.
Create Empty Segment
Creates an empty segment in a specific mailing list.
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Frequently Asked Questions
To start, connect both your Docugami and Moosend accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Moosend (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Moosend. This includes choosing which data fields go into which fields of Moosend, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Moosend 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 Moosend. 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 Moosend
Moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
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