Connect Docugami and Urable to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Search Customer
List All Items
Create Customer
Update Customer
Ready to use Docugami and Urable 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.
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
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
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Frequently Asked Questions
To start, connect both your Docugami and Urable accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Urable (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Urable. This includes choosing which data fields go into which fields of Urable, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Urable 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 Urable. 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 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
