Connect Docugami and Totango to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Get User
List Events
List Touchpoint Type
List Touchpoint Tags
List Activity Types
List Teams
List Objective Status
List Objective Category
List Objective Templates
List Tasks
Create Task
Ready to use Docugami and Totango automations
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.
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.
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
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Frequently Asked Questions
To start, connect both your Docugami and Totango accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Totango (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Totango. This includes choosing which data fields go into which fields of Totango, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Totango 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 Totango. 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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