Connect Docugami and procrew schedule to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Crew
Create Picklist
Create Schedule
Create Task
Create Time Tracker
Create Time Off
Create Employee
Update Crew
Update Picklist
Update Schedule
Update Task
Update Employee
Ready to use Docugami and procrew schedule automations
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.
New Task Created
Runs when a new task is created in Pro Crew Schedule.
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 Crew
Create a new crew in ProCrew Schedule.
Create Picklist
Create a new picklist in Pro Crew Schedule.
Create Schedule
Create a new schedule in Pro Crew Schedule.
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Frequently Asked Questions
To start, connect both your Docugami and procrew schedule accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in procrew schedule (or vice versa).
Absolutely. You can customize how Docugami data is recorded in procrew schedule. This includes choosing which data fields go into which fields of procrew schedule, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and procrew schedule 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 procrew schedule. 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 procrew schedule
Pro Crew Schedule is an all-in-one construction scheduling software.
Learn More
