Enable Integrations or automations with these events of Docugami and The Grid
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Create a docset in Docugami.
Create a Project in Docugami.
Publish a project in Docugami.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Docugami and The Grid accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in The Grid (or vice versa).
Absolutely. You can customize how Docugami data is recorded in The Grid. This includes choosing which data fields go into which fields of The Grid, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and The Grid 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 The Grid. 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.
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