Connect Docugami and Survser to Build Intelligent Automations

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Docugami

When this happens...

Choose an Action

Survser

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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.

new survey is created

new survey is created

runs when new survey is created

new survey response arrives

new survey response arrives

runs when new survey response arrives

Request a new Trigger for Docugami

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.

Show surveys

Show surveys

Displays all surveys in your Survser account.

new survey response arrives

new survey response arrives

runs when new survey response arrives

Request a new Action for Docugami

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Frequently Asked Questions

How do I start an integration between Docugami and Survser?

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

Can we customize how data from Docugami is recorded in Survser?

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

How often does the data sync between Docugami and Survser?

The data sync between Docugami and Survser 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 Survser?

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 Survser?

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

About Survser

Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.

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