Connect Docugami and Recras to Build Intelligent Automations

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Docugami

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Recras

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

New Booking

New Booking

Triggers when a new booking is created.

New Contact

New Contact

Triggers when a new contact is created.

Invoice Sent

Invoice Sent

Triggers when an invoice is (marked as) sent.

New Start Moment

New Start Moment

Triggers when a new start moment is created.

Do thisActions

Action is the task that follows automatically within your Docugami integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Create Start moment

Create Start moment

Creates a start moment in recras.

Update Start moment

Update Start moment

Updates a start moment in recras.

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Frequently Asked Questions

How do I start an integration between Docugami and Recras?

To start, connect both your Docugami and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Recras (or vice versa).

Can we customize how data from Docugami is recorded in Recras?

Absolutely. You can customize how Docugami data is recorded in Recras. This includes choosing which data fields go into which fields of Recras, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and Recras?

The data sync between Docugami and Recras typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docugami to Recras?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and Recras?

Yes, you can set conditional logic to control the flow of data between Docugami and Recras. 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.