Connect Fluent Forms and Docugami to Build Intelligent Automations

Choose a Trigger

Fluent Forms

When this happens...

Choose an Action

Docugami

Automatically do this!

Ready to use Fluent Forms and Docugami automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new Trigger for Fluent Forms

Do thisActions

Action is the task that follows automatically within your Fluent Forms integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Request a new Action for Fluent Forms

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Frequently Asked Questions

How do I start an integration between Fluent Forms and Docugami?

To start, connect both your Fluent Forms and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Fluent Forms triggers actions in Docugami (or vice versa).

Can we customize how data from Fluent Forms is recorded in Docugami?

Absolutely. You can customize how Fluent Forms 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.

How often does the data sync between Fluent Forms and Docugami?

The data sync between Fluent Forms and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fluent Forms to Docugami?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fluent Forms and Docugami?

Yes, you can set conditional logic to control the flow of data between Fluent Forms 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.

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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Docugami

About 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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