Connect Docugami and Signable to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Send an Envelope using a Template
Ready to use Docugami and Signable automations
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.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Envelope Opened
Triggers when an envelope is open.
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.
Send an Envelope using a Template
Send an Envelope using a Template.
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Frequently Asked Questions
To start, connect both your Docugami and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Signable (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Signable 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 Signable. 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 Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn More
