Connect Docugami and Urable
Integrate Docugami with Urable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Docugami + Urable 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
Urable
Automatically do this!
Search Customer
List All Items
Create Customer
Update Customer
Search Customer in Urable when Create Project in Docugami
Use this flowList All Items from Urable when Create Project in Docugami
Use this flowCreate Customer in Urable when Create Project in Docugami
Use this flowUpdate Customer in Urable when Create Project in Docugami
Use this flowSearch Customer in Urable when Create Docsets in Docugami
Use this flowList All Items from Urable when Create Docsets in Docugami
Use this flowCreate Customer in Urable when Create Docsets in Docugami
Use this flowUpdate Customer in Urable when Create Docsets in Docugami
Use this flowCreate a docset in Docugami when New Customer in Urable
Use this flowCreate a project in Docugami when New Customer in Urable
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Urable.
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 Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
When one or more jobs are marked as paid
Runs the workflow automatically on the configured schedule whenever one or more jobs are marked as paid within the lookback window.
When a new job is created
Runs the workflow automatically whenever a new job is created in your Urable account.
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.
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
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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AI will build it for you
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 Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Urable 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 Urable 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 Urable. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Urable, and a separate workflow where Urable 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 Urable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Urable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
