Connect Flexmail and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Flexmail
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Flexmail and Docugami 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.
Do thisActions
Action is the task that follows automatically within your Flexmail integrations.
Create Contact
Create a contact
Update Contact
Update a contact using contact id
Subscribe Contact to Interest
Subscribe a contact to a selected interest.
Find Contact
Finds a contact based on email.
Unsubscribe a Contact
Unsubscribe a contact from your communication. If a contact is unsubscribed, it can only resubscribe via an opt-in.
Unsubscribe Contact From Interest
Unsubscribe a contact from an interest.
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Frequently Asked Questions
To start, connect both your Flexmail and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Flexmail triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Flexmail data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between Flexmail and Docugami 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 Flexmail and Docugami. 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 Flexmail
Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.
Learn MoreAbout Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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