
When this happens...
Create Project
Create Docsets
Automatically do this!
Send Image
Send Video
Send Audio
Send Document on WhatsApp
Send Location
Send Contact
Send Message
Send Sticker
Send Bulk Messages
List Sessions
Get WhatsApp Session
Get Active Chats
Get Chat History
Get All Contacts
Check Phone Number
Send Template Message
Create Message Template
List WhatsApp Templates
Mark Chat Read or Unread
Create Group
Add or Remove Group Participants
Get Profile Picture URL
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Runs the workflow automatically whenever a new message arrives on the connected WhatsApp account.
Runs the workflow automatically whenever a WhatsApp session is disconnected.
Action is the task that follows automatically within your Docugami integrations.
Create a docset in Docugami.
Create a Project in Docugami.
Publish a project in Docugami.
Send image to contact or group
Send video to contact or group
Send audio file or voice note
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To start, connect both your Docugami and Whatsapp(OpenWA) accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Whatsapp(OpenWA) (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Whatsapp(OpenWA). This includes choosing which data fields go into which fields of Whatsapp(OpenWA), setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Whatsapp(OpenWA) 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 Whatsapp(OpenWA). 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.
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