Connect Docugami and ZipForm Plus to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
- Request a new Action for ZipForm Plus
Enable Integrations or automations with these events of Docugami and ZipForm Plus
Enable Integrations or automations with these events of Docugami and ZipForm Plus
Triggers
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.
Actions
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Docugami and ZipForm Plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in ZipForm Plus (or vice versa).
Absolutely. You can customize how Docugami data is recorded in ZipForm Plus. This includes choosing which data fields go into which fields of ZipForm Plus, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and ZipForm Plus 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 ZipForm Plus. 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 ZipForm Plus
For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.
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