Connect Docugami and Napkin to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
- Request a new Action for Napkin
Enable Integrations or automations with these events of Docugami and Napkin
Enable Integrations or automations with these events of Docugami and Napkin
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 Napkin accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Napkin (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Napkin. This includes choosing which data fields go into which fields of Napkin, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Napkin 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 Napkin. 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 Napkin
Napkin is an AI-powered tool designed to help users capture, organize, and connect their ideas seamlessly. It leverages artificial intelligence to enhance creativity and productivity by providing intuitive ways to manage thoughts and insights.
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