Connect Docugami and Userflow to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Track Event
Delete Group
Find Group
Find User
Create/Update User
Create/Update Group
Ready to use Docugami and Userflow 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.
User Created
Triggers when a user is created in Userflow.
Group Created
Triggers when a group is created in Userflow.
Group Updated
Triggers when a group is updated in Userflow.
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.
Track Event
Tracks an event for a user/group.
Delete Group
Delete an existing group for specified group id.
Find Group
Finds an existing group
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Frequently Asked Questions
To start, connect both your Docugami and Userflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Userflow (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Userflow. This includes choosing which data fields go into which fields of Userflow, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Userflow 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 Userflow. 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 Userflow
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
Learn More
