Connect Docugami and Wodify to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Client Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthdays
Get Invoices
Change Client Status
Create Client
Deactivate Client
Ready to use Docugami and Wodify 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.
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.
List Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Put a membership on hold for specific start and end dates.
Know More About Docugami and Wodify Integrations
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Frequently Asked Questions
To start, connect both your Docugami and Wodify accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Wodify (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Wodify. This includes choosing which data fields go into which fields of Wodify, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Wodify 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 Wodify. 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.
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