Connect Docugami and Neon to Build Intelligent Automations
Ready to use Docugami and Neon automations
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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 Project
Triggers when new project is created.
New Branch
Triggers when new branch is created in an existing project.
New Role
Triggers when new role is created.
Update Role
Triggers when an existing role is 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.
Retrieve Current User Details
Retrieve a currnet user details.
Create Project
Creates a Project.
Create Branch
Creates a Branch.
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Frequently Asked Questions
To start, connect both your Docugami and Neon accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Neon (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Neon. This includes choosing which data fields go into which fields of Neon, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Neon 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 Neon. 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 Neon
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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