Connect Docugami and Timesheet to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create a Task
Create a Team
Create a Rate
Create a Tag
Create a Project
Update a Project
Update a Tag
Update a Team
Update a Rate
Remove a Task
Remove a Project
Remove a Tag
Remove a Team
Remove a Rate
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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 Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New Team
Triggers when a new team is created.
New Rate
Triggers when a new rate is 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 a Task
Creates a new task.
Create a Team
Creates a new team.
Create a Rate
Create a new rate.
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Frequently Asked Questions
To start, connect both your Docugami and Timesheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Timesheet (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Timesheet. This includes choosing which data fields go into which fields of Timesheet, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Timesheet 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 Timesheet. 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
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