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Docugami

Docugami

Create integrations between Docugami and your favorite App

Create effective Docugami automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Docugami

Docugami

Docugami

HelloLeads CRM

HelloLeads CRM

HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.

Plotly

Plotly

Plotly is a leading data visualization platform that allows users to create interactive and visually appealing graphs and charts. It is widely used for data analysis and presentation, offering tools for both beginners and advanced users to transform data into insightful visual stories.

FusionCharts

FusionCharts

FusionCharts is a comprehensive JavaScript charting library that enables developers to create interactive and visually appealing charts for web and mobile applications. It offers a wide range of chart types and extensive customization options, making it ideal for data visualization needs.

Highcharts

Highcharts

Highcharts is a popular JavaScript charting library that enables developers to create interactive and responsive charts for web applications. It offers a wide range of chart types and is highly customizable, making it suitable for visualizing complex data sets.

Infogram

Infogram

Infogram is a powerful online tool designed for creating engaging and interactive infographics, reports, and data visualizations. It offers a user-friendly interface with a variety of templates and customization options, making it ideal for both beginners and professionals looking to present data in a visually appealing way.

Chart.js

Chart.js

Chart.js is a popular open-source library for creating interactive and visually appealing charts and graphs on web applications. It provides a simple yet flexible API for developers to integrate various types of charts, such as line, bar, radar, and pie charts, into their projects with ease.

D3.js

D3.js

D3.js is a powerful JavaScript library for producing dynamic, interactive data visualizations in web browsers. It leverages the full capabilities of modern web standards, combining HTML, SVG, and CSS to bring data to life with a focus on web standards and flexibility.

Datawrapper

Datawrapper

Datawrapper is a powerful tool for creating charts, maps, and tables from your data, making it easy to visualize and share insights. It is designed to help users transform raw data into clear, engaging visualizations that can be embedded in websites or shared across platforms.

Google Charts

Google Charts

Google Charts is a powerful tool that allows users to create a variety of interactive charts and data visualizations directly from their web browsers. It is designed to help users present data in a visually appealing and easily understandable format, making it ideal for reports, presentations, and dashboards.

Tableau

Tableau

Tableau is a leading data visualization and business intelligence tool that helps users transform raw data into interactive and shareable dashboards. It enables organizations to make data-driven decisions by providing insights through visual analytics.

GMass

GMass

GMass is a powerful email marketing tool that integrates with Gmail to enable users to send mass emails, create email campaigns, and track their performance. It is designed to help businesses and individuals streamline their email marketing efforts directly from their Gmail account.

Screendesk

Screendesk

Screendesk is a platform designed to streamline customer support and helpdesk operations, providing tools for efficient ticket management, customer interaction, and support analytics.

Actions and Triggers

When this happensTriggers

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new trigger

Do thisActions

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Request a new action

Real-World Use Cases of Docugami Integrations

See how Docugami integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate docugami with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and docugami databases.
  • Integrate docugami with MySQL to automatically sync records, facilitating seamless data exchange between docugami and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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