Connect Docugami and Templated to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Render
Merge Renders
List Templates
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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 Template Created
Runs when New Template Created
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 Render
Creates a new image with Templated
Merge Renders
Merge multiple renders into a single output
List Templates
List all templates in your account
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Frequently Asked Questions
To start, connect both your Docugami and Templated accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Templated (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Templated. This includes choosing which data fields go into which fields of Templated, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Templated 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 Templated. 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 Templated
Templated offers a wide range of customizable website templates to help you build stunning websites with ease. Perfect for designers, developers, and businesses looking to create a professional online presence.
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