Connect Docugami and Tiledesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a Contact
Send Message to Conversation
Invite a team member
Create saved reply
Create tag
Create support request
Update Contact
Create label
Create group
Ready to use Docugami and Tiledesk automations
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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 contact Arrives
runs when new contact arrives
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 a Contact
Add a new Contact to Tiledesk.
Send Message to Conversation
Send a message into a support ticket or conversation
Invite a team member
Invite a new team member by email and set their role
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Frequently Asked Questions
To start, connect both your Docugami and Tiledesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Tiledesk (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Tiledesk. This includes choosing which data fields go into which fields of Tiledesk, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Tiledesk 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 Tiledesk. 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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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