Connect Docugami and Opportify to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Analyze Email
Analyze an IP address
Batch Analyze Emails
Batch Analyze IPs
Get IP Batch Status
Create IP Batch Export
Get IP Batch Export Status
Get Email Batch Status
Create Email Batch Export
Get Email Batch Export Status
Ready to use Docugami and Opportify automations
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.
Analyze Email
Extract lead info and actions
Analyze an IP address
Get location, risk, and business insights for an IP address.
Batch Analyze Emails
Find leads in a list of emails
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Frequently Asked Questions
To start, connect both your Docugami and Opportify accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Opportify (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Opportify. This includes choosing which data fields go into which fields of Opportify, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Opportify 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 Opportify. 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 Opportify
Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.
Learn More
