Connect Huddo Boards and Docugami to Build Intelligent Automations

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Huddo Boards

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Huddo Boards

Do thisActions

Action is the task that follows automatically within your Huddo Boards integrations.

Incomplete Task

Incomplete Task

Marks a task as incomplete on the board

Complete Task

Complete Task

Marks a task as completed on the board

Find Cards

Find Cards

Searches for a card within a specific board using the card's name and description in array format

Create Board

Create Board

Creates a new board in Huddo Boards

Search Board Members

Search Board Members

Searches for and finds all members associated with a specific board

Create Card

Create Card

Creates a new card on a board

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Frequently Asked Questions

How do I start an integration between Huddo Boards and Docugami?

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

Can we customize how data from Huddo Boards is recorded in Docugami?

Absolutely. You can customize how Huddo Boards 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 Huddo Boards and Docugami?

The data sync between Huddo Boards 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 Huddo Boards 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 Huddo Boards and Docugami?

Yes, you can set conditional logic to control the flow of data between Huddo Boards 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.

Huddo Boards

About Huddo Boards

Huddo Boards is a collaborative platform designed to enhance team productivity and project management. It offers a visual interface for organizing tasks, tracking progress, and facilitating communication among team members, making it an ideal tool for businesses and organizations looking to streamline their workflow and improve collaboration.

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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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