Connect Docugami and Tave to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Find Jobs
List All Job Contacts
List All Notes
List All Orders
List All Users
Find contact of studio
Use the Built-in Integrations
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.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
List All Job Contacts
Retrieves the list of all jobs contacts
List All Notes
Retrieves the list of all notes
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Frequently Asked Questions
To start, connect both your Docugami and Tave accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Tave (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Tave. This includes choosing which data fields go into which fields of Tave, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Tave 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 Tave. 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 Tave
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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