Connect Docugami and Wati to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Send Template Based WhatsApp Message
Add Contact
Send Session Message
Update Contact Attributes
Start Chat Bot
Assign User
Ready to use Docugami and Wati 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 Event Occurs
Runs when a specific event occurs in Wati.
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.
Send Template Based WhatsApp Message
Send a predefined WhatsApp message template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
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Frequently Asked Questions
To start, connect both your Docugami and Wati accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Wati (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Wati . This includes choosing which data fields go into which fields of Wati , setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Wati 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 Wati . 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn More
