Connect Docugami and Pyrus
Integrate Docugami with Pyrus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Docugami + Pyrus flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
Choose an action
Pyrus
Automatically do this!
Create Simple Task
Get Forms
Create Task With Form
Delete Task
Add Member
List Forms
List Annoucements
List Catalogs
List Contacts
List Members
Get All Lists
Get Profile
List Roles
Get Forms from Pyrus when Create Project in Docugami
Use this flowCreate Task With Form in Pyrus when Create Project in Docugami
Use this flowDelete Task in Pyrus when Create Project in Docugami
Use this flowList Forms in Pyrus when Create Project in Docugami
Use this flowList Annoucements from Pyrus when Create Project in Docugami
Use this flowList Contacts from Pyrus when Create Project in Docugami
Use this flowList Members from Pyrus when Create Project in Docugami
Use this flowGet All Lists from Pyrus when Create Project in Docugami
Use this flowList Roles from Pyrus when Create Project in Docugami
Use this flowCreate Simple Task in Pyrus when Create Docsets in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Pyrus.
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.
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 Simple Task
Creates a simple task with contacts
Get Forms
Get an existing form details by it's form id.
Create Task With Form
Creates a new task With an existing Form.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn more
About Pyrus
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Pyrus accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docugami and Pyrus as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pyrus. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Pyrus, and a separate workflow where Pyrus triggers actions in Docugami. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docugami and Pyrus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Pyrus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
