Connect Heap Analytics and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Heap Analytics
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Heap Analytics and Docugami automations
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 Heap Analytics integrations.
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
Add User Properties
Add or update user properties
Add Account Properties
Add properties to account(s)
Get User Deletion Status
Check user deletion status
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Frequently Asked Questions
To start, connect both your Heap Analytics and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Heap Analytics triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Heap Analytics 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 Heap Analytics 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 Heap Analytics 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 Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
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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