Connect Gravity Forms and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Gravity Forms and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggered when a new form is submitted in Gravity Forms.
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 Gravity Forms 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.
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Frequently Asked Questions
To start, connect both your Gravity Forms and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Gravity 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.
The data sync between Gravity Forms 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 Gravity 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.
About Gravity Forms
Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.
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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