Connect Docugami and Sender
Integrate Docugami with Sender to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Subscriber in Sender when Create Project in Docugami
Update Subscriber in Sender when Create Docsets in Docugami
Add Subscriber to Group in Sender when Create Project in Docugami
Add Subscriber to Group in Sender when Create Docsets in Docugami
Rename Field in Sender when Create Project in Docugami
Popular Docugami + Sender 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
Sender
Automatically do this!
Create Field
Create Campaign
Add Subscriber to Group
Create Group
Remove Subscribers From Group
Create Subscriber
Update Subscriber
Get Subscriber's Data
Delete Subscribers
Delete Group
Rename Group
Delete Segment
Get Segment Details
Rename Field
Delete Field
Update Subscriber in Sender when Create Project in Docugami
Use this flowUpdate Subscriber in Sender when Create Docsets in Docugami
Use this flowAdd Subscriber to Group in Sender when Create Project in Docugami
Use this flowAdd Subscriber to Group in Sender when Create Docsets in Docugami
Use this flowRename Field in Sender when Create Project in Docugami
Use this flowRename Field in Sender when Create Docsets in Docugami
Use this flowCreate Campaign in Sender when Create Project in Docugami
Use this flowCreate Campaign in Sender when Create Docsets in Docugami
Use this flowDelete Field in Sender when Create Project in Docugami
Use this flowDelete Field in Sender when Create Docsets in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Sender.
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 Field
Create a new field, for subscriber.
Create Campaign
Creates a new campaign.
Add Subscriber to Group
Add Subscriber to Group
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 Sender
Sender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Sender 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 Sender 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 Sender. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Sender, and a separate workflow where Sender 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 Sender. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Sender integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
