Connect Docugami and Thankster
Integrate Docugami with Thankster to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Card Project in Thankster when Create Project in Docugami
Apply Image with Thankster when Create Project in Docugami
Order Project through Thankster when Create Project in Docugami
Send Card via Thankster when Create Project in Docugami
Create Card Project in Thankster when Create Docsets in Docugami
Popular Docugami + Thankster 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
Thankster
Automatically do this!
Create Card Project
Apply Image
Order Project
Send Card
Create Card Project in Thankster when Create Project in Docugami
Use this flowApply Image with Thankster when Create Project in Docugami
Use this flowOrder Project through Thankster when Create Project in Docugami
Use this flowSend Card via Thankster when Create Project in Docugami
Use this flowCreate Card Project in Thankster when Create Docsets in Docugami
Use this flowApply Image with Thankster when Create Docsets in Docugami
Use this flowOrder Project through Thankster when Create Docsets in Docugami
Use this flowSend Card via Thankster when Create Docsets in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Thankster.
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.
Create Card Project
Create a new thank-you card project using a selected template and the recipient’s details.
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
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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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 Thankster
Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Thankster 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 Thankster 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 Thankster. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Thankster, and a separate workflow where Thankster 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 Thankster. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Thankster integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
