Connect Docugami and Picky Assist to Build Intelligent Automations
Enable Integrations or automations with these events of Docugami and Picky Assist
Enable Integrations or automations with these events of Docugami and Picky Assist
Triggers
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.
Actions
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Docugami and Picky Assist accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Picky Assist (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Picky Assist. This includes choosing which data fields go into which fields of Picky Assist, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Picky Assist 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 Picky Assist. 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.
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About Picky Assist
Picky Assist helps to connect your existing android mobile phone as a gateway to automate SMS & WhatsApp or Business can connect Official WhatsApp Business Account to interconnect with other apps
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