Connect Docugami and ProdPad to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Contact
Create Feedback
Create Idea
Update Feedback
Update Contact
Find Contact
Find or Create Contact
Update Idea Stage
Find Idea
Update Company
Create Company
Find Feedback
Find or Create Feedback
Find or Create Company
Find Company
List all Ideas
List all Tags
List all Feedback
List all Products
List all Personas
List all Comments
List all Users
List all Votes
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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.
New Idea
Triggers when a new idea is created.
New Contact
Tiggers when a new contact is created.
New Company
Triggers when a new company is created.
New Feedback
Triggers when a new Feedback is 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 Contact
Create a new Contact.
Create Feedback
Create new feedback.
Create Idea
Create a New Idea
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Frequently Asked Questions
To start, connect both your Docugami and ProdPad accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in ProdPad (or vice versa).
Absolutely. You can customize how Docugami data is recorded in ProdPad. This includes choosing which data fields go into which fields of ProdPad, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and ProdPad 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 ProdPad. 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 ProdPad
ProdPad is a tool that helps you achieve better products through better product management.
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