Connect Docugami and Resend to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Find Contact by ID or Email
Create Recipient Group
Delete Segment
Add Contact
Add Contact to Segment
Remove a Contact From a Segment
Ready to use Docugami and Resend 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.
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.
Find Contact by ID or Email
Find a contact using their ID or email.
Create Recipient Group
Create a group of recipients to target messages for resending.
Delete Segment
Remove a recipient segment so it can’t be used in future messages.
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Frequently Asked Questions
To start, connect both your Docugami and Resend accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Resend (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Resend. This includes choosing which data fields go into which fields of Resend, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Resend 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 Resend. 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 Resend
Resend is a platform designed to streamline and automate the process of resending emails, notifications, and other digital communications. It helps businesses ensure that important messages reach their intended recipients, even if the initial attempt fails. With Resend, users can manage and track their communication efforts efficiently, improving engagement and response rates.
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