Connect Docugami and Smartlook to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Get Event
Get Funnel
List Events
List Funnels
Get Api Stats
Ready to use Docugami and Smartlook 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.
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.
Get Event
Retrieve the details of event
Get Funnel
Retrieve the details of funnel
List Events
Retrieve the details of event
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Frequently Asked Questions
To start, connect both your Docugami and Smartlook accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Smartlook (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Smartlook. This includes choosing which data fields go into which fields of Smartlook, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Smartlook 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 Smartlook. 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 Smartlook
Smartlook is an analytics tool that helps businesses understand user behavior on their websites and mobile apps. It provides features like session recordings, heatmaps, and event tracking to optimize user experience and improve conversion rates.
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