Connect Docugami and Scalekit to Build Intelligent Automations
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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.
Create an Organization
Creates an Organization.
Create New User
Creates new user in organization.
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Frequently Asked Questions
To start, connect both your Docugami and Scalekit accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Scalekit (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Scalekit. This includes choosing which data fields go into which fields of Scalekit, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Scalekit 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 Scalekit. 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 Scalekit
Scalekit is a powerful platform designed to enhance productivity and streamline project management processes. It offers a suite of tools to help teams collaborate efficiently, manage tasks, and track progress seamlessly.
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