Connect Docugami and Routee to Build Intelligent Automations

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Docugami

When this happens...

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Routee

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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 contact added

New contact added

Start a workflow for each contact added to your Routee account.

Request a new Trigger for Docugami

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.

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

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Frequently Asked Questions

How do I start an integration between Docugami and Routee?

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

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

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

How often does the data sync between Docugami and Routee?

The data sync between Docugami and Routee 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 Routee?

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 Routee?

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

Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

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Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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