Connect Docugami and SMSFactor to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Send SMS
Retrieve Message History
Create SMS List
Create SMS Template
Create Account
Ready to use Docugami and SMSFactor 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.
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
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Frequently Asked Questions
To start, connect both your Docugami and SMSFactor accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in SMSFactor (or vice versa).
Absolutely. You can customize how Docugami data is recorded in SMSFactor. This includes choosing which data fields go into which fields of SMSFactor, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and SMSFactor 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 SMSFactor. 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
Learn More
