Connect Docugami and SurveyMars
Integrate Docugami with SurveyMars to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact Group in SurveyMars when Create Project in Docugami
Create Survey From Template in SurveyMars when Create Project in Docugami
Create Survey with AI in SurveyMars when Create Project in Docugami
Get AI-Created Survey Details from SurveyMars when Create Project in Docugami
Find Surveys in SurveyMars when Create Project in Docugami
Popular Docugami + SurveyMars 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
SurveyMars
Automatically do this!
Create Contact Group
Create Survey From Template
Create Survey with AI
Get AI-Created Survey Details
Find Surveys
List Users
Create Contact
Pause Survey
Publish Survey
Create Contact Group in SurveyMars when Create Project in Docugami
Use this flowCreate Survey From Template in SurveyMars when Create Project in Docugami
Use this flowCreate Survey with AI in SurveyMars when Create Project in Docugami
Use this flowGet AI-Created Survey Details from SurveyMars when Create Project in Docugami
Use this flowFind Surveys in SurveyMars when Create Project in Docugami
Use this flowList Users from SurveyMars when Create Project in Docugami
Use this flowCreate Contact in SurveyMars when Create Project in Docugami
Use this flowPause Survey in SurveyMars when Create Project in Docugami
Use this flowPublish Survey on SurveyMars when Create Project in Docugami
Use this flowCreate Contact Group in SurveyMars when Create Docsets in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and SurveyMars.
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.
When a new survey response is submitted
Runs the workflow automatically whenever a new response is submitted to a survey.
When a new survey is created
Runs the workflow automatically whenever a new survey is created in the account.
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 Contact Group
Create one or more contact groups by name, optionally assigning a parent group.
Create Survey From Template
Create a new survey from an existing template.
Create Survey with AI
Use AI to generate a ready-to-use survey from a title, purpose, language, number of questions, and survey type.
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.
Learn more
About 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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and SurveyMars 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 SurveyMars 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 SurveyMars. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in SurveyMars, and a separate workflow where SurveyMars 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 SurveyMars. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and SurveyMars integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
