Connect Kommo and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Contact
Task Updated
Lead Responsible User Changed
Company Updated
Contact Updated
New Lead
New Task
Lead Updated
Lead Status Changed
Note added to lead
Contact Responsible User Changed
Company Responsible User Changed
Task Responsible User Changed
Restore Lead
Restore Contact
Restore Company
Delete Lead
Delete Contact
Delete Company
Delete Task
Note Added To Contact
Note Added To Company
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Kommo and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created.
New Contact
Triggers when a new contact is created.
Task Updated
Triggers when task is updated.
Lead Responsible User Changed
Triggers when a Lead's responsible user is changed in your Kommo account.
Company Updated
Triggers when company is updated.
Contact Updated
Triggers when contact is updated.
Do thisActions
Action is the task that follows automatically within your Kommo integrations.
Create Company
Create a company into your account.
Create Contact
Create a new contact in your account.
Create Lead
Create a new lead in your kommo account.
Create Link
Create new link in your kommo account.
Create Task
Create new task in your kommo account.
Update Lead
Update a lead details by it's id.
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Step by step guides to integrate Kommo and Docugami
Frequently Asked Questions
To start, connect both your Kommo and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Kommo triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Kommo 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 Kommo 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 Kommo 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 Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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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