Connect Docugami and Respond.io
Integrate Docugami with Respond.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a docset in Docugami when New Contact in Respondio
Create a project in Docugami when New Contact in Respondio
Publish a project in Docugami when New Contact in Respondio
Assign/Unassign Conversation in Respond.io when Create Project in Docugami
List All Users in Respondio when Create Project in Docugami
Popular Docugami + Respond.io 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
Respond.io
Automatically do this!
Assign/Unassign Conversation
List All Users
List All Contacts
Create a Comment
Add Space Tag
Add Tags
Create Contact
Create Custom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
List or Get Message
List Contact Channel
Delete Space Tag
Delete Contact
Send Message
Create a docset in Docugami when New Contact in Respondio
Use this flowCreate a project in Docugami when New Contact in Respondio
Use this flowPublish a project in Docugami when New Contact in Respondio
Use this flowAssign/Unassign Conversation in Respond.io when Create Project in Docugami
Use this flowList All Users in Respondio when Create Project in Docugami
Use this flowCreate a Comment in Respond.io when Create Project in Docugami
Use this flowAdd Space Tag in Respondio when Create Project in Docugami
Use this flowCreate Contact in Respondio when Create Project in Docugami
Use this flowCreate Custom Field in Respond.io when Create Project in Docugami
Use this flowUpdate Contact in Respondio when Create Project in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Respond.io.
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 Contact
Triggers when new contact 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.
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
List All Users
Retrieves the list of all users
List All Contacts
List all available contacts. You can use filters in the request body to limit the results to only records with matching contact field values.
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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Respond.io 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 Respond.io 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 Respond.io. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Respond.io, and a separate workflow where Respond.io 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 Respond.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Respond.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
