Connect Docugami and ProductLift to Build Intelligent Automations
Ready to use Docugami and ProductLift automations
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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 Comment
Trigger when new comment created.
New Groups
Trigger when new groups created.
New Tag
Trigger when new Tag created.
New User
Trigger when a new user 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 User
Creates a new user in your portal. You can either provide a password, or you can invite the user.
Create Group
Creates a new group.
Update User
Updates a user in your portal.
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Frequently Asked Questions
To start, connect both your Docugami and ProductLift accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in ProductLift (or vice versa).
Absolutely. You can customize how Docugami data is recorded in ProductLift. This includes choosing which data fields go into which fields of ProductLift, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and ProductLift 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 ProductLift. 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 ProductLift
Productlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
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