Avail Lifetime Free Access - Limited Time Period Offer

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

OnePage CRM

OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

OneLocal Local Reviews

OneLocal Local Reviews

LocalReviews by OneLocal provides a fully customizable survey & review generation tool for businesses so they can request feedback from their customers by text message or email & improve their online reputation.

One AI

One AI

One AI is an API-first, language AI service built for developers. Embed our API to analyze, process, and transform text in your project

onboardio

onboardio

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

orbisx

orbisx

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

omnius

omnius

Omni.us is an Email Marketing automation tool to organize campaigns leads and keep your campaign on track.

omnifocus

omnifocus

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.

OMG Sales Assessments

OMG Sales Assessments

Objective Management Group's (OMG) Sales Candidate Assessment is a sales-specific screening tool that provides an analysis of a candidate's skills, strengths and capabilities, and recommends whether to move forward with an interview.

olark

olark

Olark makes it easy to add live chat to your website and provide instantaneous support to your users and get valuable feedback from them about your site.

okaysend

okaysend

OkaySend simplifies the process of collecting documents and files from clients.

ohmylead

ohmylead

Use Ohmylead to follow up faster with ALL your leads in one platform before sending them to your favorite CRM & ESP

officemaps

officemaps

OfficeMaps giving employees better flexibility and control over their working environments with desk, room, and asset booking management.

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.

We'll help you get started

Our team is all set to help you!

get started messageget started message

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.

Learn More
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

Learn More