Connect Docugami and Sendme 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.
New or Update Contact
Triggers when a contact is created or Updated.
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 Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
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Frequently Asked Questions
To start, connect both your Docugami and Sendme accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Sendme (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Sendme. This includes choosing which data fields go into which fields of Sendme, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Sendme 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 Sendme. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
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