Docugami automation with viaSocket
Use Docugami’s document AI inside automated workflows — extract data, generate tailored documents, route approvals and sync systems without manual steps.
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Triggers and Actions in Docugami Automations
viaSocket makes it simple to connect Docugami and automate repetitive tasks.
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.
How to get started with Docugami automations
Automate when something happens in Docugami
Login -> Create new flow -> Select trigger -> Search Docugami -> Choose the trigger from the list
Take action in Docugami when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Docugami -> Choose the action from the list
Trigger
Action
Real-world use cases of Docugami integrations
See how Docugami integrates with popular apps to automate tasks and streamline your workflow.
- 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
Docugami applies document-focused AI to extract structured data from complex documents and generate consistent, template-based documents. In workflows it turns unstructured agreements into actionable fields you can route, store, or use to create new documents.
viaSocket connects Docugami to your apps and automates the steps: upload or receive a document, Docugami extracts data or generates a document, then viaSocket routes the data to CRM/ERP, triggers approvals, or stores results — all without manual handoffs.
No. viaSocket provides prebuilt connectors and workflow templates for common use cases. Business teams can configure triggers, mapping, and routing. IT or developers may be involved for custom enterprise controls or complex mapping.
Docugami is designed for complex business documents: contracts, NDAs, SOWs, proposals, policy documents, and regulatory filings — anywhere structured data must be extracted or consistent documents generated.
Both platforms support industry-standard security practices. Documents and data are transmitted using secure channels and can be stored with access controls. For specific compliance needs, confirm details with your security or vendor team.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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