Connect Docugami and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of Docugami and Portal CX
Enable Integrations or automations with these events of Docugami and Portal CX
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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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Docugami and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Portal CX 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 Portal CX. 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 Portal CX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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