Connect Docugami and Orderspace to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Customer
Create a Price List
Ready to use Docugami and Orderspace 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.
New Customer
Triggers when a new customer is created.
New Dispatch
Triggers when a new dispatch is created.
New Invoice
Triggers when a new invoice is created.
New Order
Triggers when a new order is created.
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 Customer
Creating a new customer
Create a Price List
Create a new price list.
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Frequently Asked Questions
To start, connect both your Docugami and Orderspace accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Orderspace (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Orderspace. This includes choosing which data fields go into which fields of Orderspace, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Orderspace 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 Orderspace. 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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