Connect Docugami and RotaCloud to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Update User
Delete a User
Create Shift
Create Role
Create Location
Create Leave
Assign User to Role
Delete Location
Delete Role
Assign User to Location
Find Location by ID
Find Location by Name
Find Role by ID
Find Role by Name
Find User by it's ID and Name
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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.
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.
Update User
Update an existing user by user id
Delete a User
Delete an existing user by user id
Create Shift
Creates a shift within RotaCloud.
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Frequently Asked Questions
To start, connect both your Docugami and RotaCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in RotaCloud (or vice versa).
Absolutely. You can customize how Docugami data is recorded in RotaCloud. This includes choosing which data fields go into which fields of RotaCloud, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and RotaCloud 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 RotaCloud. 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 RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
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