
When this happens...
Create Project
Create Docsets

Automatically do this!
Create New Project
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Runs when new project created
Runs when new recipient added
Runs when certificate created
Action is the task that follows automatically within your Docugami integrations.
Create a docset in Docugami.
Create a Project in Docugami.
Publish a project in Docugami.
Create a certificate project

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Docugami and SimpleCert accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in SimpleCert (or vice versa).
Absolutely. You can customize how Docugami data is recorded in SimpleCert. This includes choosing which data fields go into which fields of SimpleCert, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and SimpleCert 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 SimpleCert. 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.
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreSimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
Learn More