Connect Docugami and Needle
Integrate Docugami with Needle to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Collection in Needle when Create Project in Docugami
List All Collections from Needle when Create Project in Docugami
List Collection Files from Needle when Create Project in Docugami
Add Files to Collection in Needle when Create Project in Docugami
Search Collection Content in Needle when Create Project in Docugami
Popular Docugami + Needle flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
Choose an action
Needle
Automatically do this!
Create New Collection
List All Collections
List Collection Files
Add Files to Collection
Search Collection Content
Delete Files From Collection
Create New Collection in Needle when Create Project in Docugami
Use this flowList All Collections from Needle when Create Project in Docugami
Use this flowList Collection Files from Needle when Create Project in Docugami
Use this flowAdd Files to Collection in Needle when Create Project in Docugami
Use this flowSearch Collection Content in Needle when Create Project in Docugami
Use this flowDelete Files From Collection in Needle when Create Project in Docugami
Use this flowCreate New Collection in Needle when Create Docsets in Docugami
Use this flowList All Collections from Needle when Create Docsets in Docugami
Use this flowList Collection Files from Needle when Create Docsets in Docugami
Use this flowAdd Files to Collection in Needle when Create Docsets in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Needle.
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 New Collection
Create a new collection
List All Collections
List all your collections
List Collection Files
List all files in a collection
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn more
About Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Needle accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docugami and Needle as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Needle. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Needle, and a separate workflow where Needle triggers actions in Docugami. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docugami and Needle. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Needle integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
