Connect Docugami and Zoho Desk to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Update Contact
Find a Contact
Search Ticket
Add Attachment
Add a Comment
Create a Account
Create Contact
Send E-Mail Reply
Update Ticket
Create Ticket
Get Ticket Details
List Tickets
Get Thread Detail by Ticket Id
Ready to use Docugami and Zoho Desk automations
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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.
Contact Updated
Triggers when a contact's details are updated.
New Task
Triggers when a new task is created in Zoho Desk.
Task Updated
Triggers when an existing task is updated.
New Account
Trigger when new account is created
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.
Update Contact
Updates information for an existing contact.
Find a Contact
Find a contact by its email.
Search Ticket
Search Ticket by ticket number
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Frequently Asked Questions
To start, connect both your Docugami and Zoho Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Zoho Desk (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Zoho Desk. This includes choosing which data fields go into which fields of Zoho Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Zoho Desk 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 Zoho Desk. 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 Zoho Desk
Zoho Desk is a cloud-based customer service software that helps businesses deliver top-notch customer support to their clients. It features tools for managing tickets, automating workflows, and analyzing performance metrics.
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