
When this happens...
Create Project
Create Docsets

Automatically do this!
Add Row
Update Table Row
Delete Records
Find Table Records
List Table Columns
List All Rows From A Table
Upload File to Record
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Runs when column value updates
Runs when new row is added
Runs when record is updated
Runs when record is deleted
Action is the task that follows automatically within your Docugami integrations.
Create a docset in Docugami.
Create a Project in Docugami.
Publish a project in Docugami.
Add row to selected table
Change values for a table row.
Remove one or more rows from the selected table using comma-separated row IDs.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Docugami and viaSocket Table accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in viaSocket Table (or vice versa).
Absolutely. You can customize how Docugami data is recorded in viaSocket Table. This includes choosing which data fields go into which fields of viaSocket Table, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and viaSocket Table 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 viaSocket Table. 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.
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreDbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
Learn More