Connect Docugami and Personio to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Person
Search Person
Delete Person
Create Compensation
Create Compensation Types
Search Legal Entities
Create Absence Period
Create Attendance Period
Search Document metadata
Update person
Search Job Categories
Search Candidates
List Employee Absences Balances
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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.
Person Created
Triggers when Person created
Person Updated
Triggers when Person updated.
Person Deleted
Triggers when Person deleted
Employment Created
Triggers when Employment 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 Person
Create a new Person.
Search Person
Search Person based on filters.
Delete Person
Delete a Person by Email.
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Frequently Asked Questions
To start, connect both your Docugami and Personio accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Personio (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Personio. This includes choosing which data fields go into which fields of Personio, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Personio 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 Personio. 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.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Personio
Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
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