Connect Docugami and SurveyMars to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Survey From Template
AI Create Survey
Find AI Created Survey
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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.
New Survey Created
Triggers when a new survey created.
New Response Created
Triggers when a new response is created or received.
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 Survey From Template
Create a new survey from an existing template.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
Find AI Created Survey
Retrieve the details of a specific AI created survey.
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Frequently Asked Questions
To start, connect both your Docugami and SurveyMars accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in SurveyMars (or vice versa).
Absolutely. You can customize how Docugami data is recorded in SurveyMars. This includes choosing which data fields go into which fields of SurveyMars, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and SurveyMars 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 SurveyMars. 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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
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