Connect Docugami and Nifty to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Task
Update Task
Create Project
Update Project
Create Milestone
Get User Details
Create Portfolio
Create Document
Create Status
Create Tag
Find Task
Find Project
Find Milestones
Update Milestone or List
Find Document
Update Document
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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.
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 Task
Creates a new task in a project or workspace.
Update Task
Updates details of an existing task.
Create Project
Creates a new project within an organization or team.
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Frequently Asked Questions
To start, connect both your Docugami and Nifty accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Nifty (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Nifty. This includes choosing which data fields go into which fields of Nifty, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Nifty 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 Nifty. 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 Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
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