Integrations Docugami SOS Inventory
Docugami + SOS Inventory

Connect Docugami and SOS Inventory to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

SOS Inventory

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

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Do thisActions

Action is the task that follows automatically within your Docugami integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

List Items

List Items

Get all existing items.

Create Customer

Create Customer

Creates a new customer.

Find Customer

Find Customer

Find a customer by name or email.

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Frequently Asked Questions

How do I start an integration between Docugami and SOS Inventory?

To start, connect both your Docugami and SOS Inventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in SOS Inventory (or vice versa).

Can we customize how data from Docugami is recorded in SOS Inventory?

Absolutely. You can customize how Docugami data is recorded in SOS Inventory. This includes choosing which data fields go into which fields of SOS Inventory, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and SOS Inventory?

The data sync between Docugami and SOS Inventory typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docugami to SOS Inventory?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and SOS Inventory?

Yes, you can set conditional logic to control the flow of data between Docugami and SOS Inventory. 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.

Docugami

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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SOS Inventory

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

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