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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

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service

Marketing 360

Marketing 360

Marketing 360® is an all-in-one marketing platform with the tools you need to scale and the marketing programs and talent you need to grow.

Microsoft Sharepoint

Microsoft Sharepoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

mytaag

mytaag

MyTaag is a platform for managing business cards and tracking new leads.

mypresences

mypresences

Manage and grow your business's online presence and reputation everywhere online. Get more reviews and showcase them on your website or on social media.

mymobileapi

mymobileapi

MyMobileAPI is a business communication platform that helps organizations tap into the power of Bulk SMS for maximum reach and genuine customer engagement.

myloanofficer

myloanofficer

MyLoanOfficer is a platform owned by Reverse Focus that creates websites for Reverse Mortgage Loan Officers.

myinterview

myinterview

myInterview is a video screening tool enabling businesses of all sizes to hire a suitable candidate easily. Reveal the personality behind the paper with myInterview and connect it to your favourite apps!

myfreescorenow

myfreescorenow

MyFreeScoreNow is a credit monitoring platform that also provides an affiliate partner portal to manage their clients enrolled in MyFreeScoreNow monitoring.

mycred

mycred

myCred is an intelligent and adaptive points management system that allows you to build and manage a broad range of digital rewards including points, ranks and, badges on your WordPress/WooCommerce powered website.

mybizzmail

mybizzmail

Mybizzmail is an email marketing service provider. With it's great drag and drop editor you can easily make newsletters, magazines and forms. MyBizzMail also gives you a report of who has visited which pages on your site via the email.

My Most Trusted Network

My Most Trusted Network

My Most Trusted Network is a network building Chrome Extension for LinkedIn that allows its users to make business referrals and introductions in a safe and trusted way. It also allows users to link and sync LinkedIn data to a CRM.

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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