Connect Docugami and Wootric to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create End User
List End Users
List Segments
List Declines
Get All End User’s Declines
Get NPS Summary
Find User By Email
Delete End User
Update EndUsers
getAllResponses
Ready to use Docugami and Wootric 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.
Create End User
Creates a new end user in Wootric.
List End Users
Get all an existing users.
List Segments
List all an existing segments.
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Frequently Asked Questions
To start, connect both your Docugami and Wootric accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Wootric (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Wootric. This includes choosing which data fields go into which fields of Wootric, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Wootric 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 Wootric. 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 Wootric
Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty
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