Connect Docugami and Zoho WorkDrive to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Upload File
Create Folder
Find Folder
Find File By Name
Create Team Folder
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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.
New Folder
Triggers when a new folder 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.
Upload File
Uploads a file to a specified folder.
Create Folder
Creates a New Folder.
Find Folder
Find a folder by name.
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Frequently Asked Questions
To start, connect both your Docugami and Zoho WorkDrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Zoho WorkDrive (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Zoho WorkDrive. This includes choosing which data fields go into which fields of Zoho WorkDrive, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Zoho WorkDrive 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 WorkDrive. 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 WorkDrive
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
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