Connect Docugami and sinao
Integrate Docugami with sinao to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Finalize an Invoice in Sinao when Create Project in Docugami
Create a Product/Service in Sinao when Create Docsets in Docugami
Create a Product/Service in Sinao when Create Project in Docugami
Update a Client in Sinao when Create Project in Docugami
Create or Edit an Invoice in Sinao when Create Docsets in Docugami
Popular Docugami + sinao 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
sinao
Automatically do this!
Create an Organization
Create or Edit an Invoice
Create a Product/Service
Create a Client
Update a Client
Update a Product/Service
Update an Organization
Delete a Client
Delete an Invoice
Delete an Organization
Delete a Product/Service
Finalize an Invoice
Find a Product/Service
Find an Organization
Find an Invoice
Find a Client
Finalize an Invoice in Sinao when Create Project in Docugami
Use this flowCreate a Product/Service in Sinao when Create Docsets in Docugami
Use this flowCreate a Product/Service in Sinao when Create Project in Docugami
Use this flowUpdate a Client in Sinao when Create Project in Docugami
Use this flowCreate or Edit an Invoice in Sinao when Create Docsets in Docugami
Use this flowDelete a Client in Sinao when Create Docsets in Docugami
Use this flowCreate an Organization in Sinao when Create Project in Docugami
Use this flowDelete a Product/Service from Sinao when Create Project in Docugami
Use this flowUpdate an Organization in Sinao when Create Docsets in Docugami
Use this flowDelete an Invoice from Sinao when Create Project in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and sinao.
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
Create an organization.
Create or Edit an Invoice
Create or Edit an invoice with an amount in TTC/HT.
Create a Product/Service
Createa product/service.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and sinao 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 sinao 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 sinao. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in sinao, and a separate workflow where sinao 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 sinao. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and sinao integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
