Connect LUQA CRM and Docugami to Build Intelligent Automations
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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 LUQA CRM integrations.
Create New Lead
Create a lead with contact details, priority, owner, and optional address, tax numbers, or comments.
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 LUQA CRM and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in LUQA CRM triggers actions in Docugami (or vice versa).
Absolutely. You can customize how LUQA CRM 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 LUQA CRM 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 LUQA CRM 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 LUQA CRM
Luca CRM is a comprehensive customer relationship management tool designed to streamline your sales and customer service processes. With features that enhance contact management, sales tracking, and customer interaction, Luca CRM helps businesses build stronger relationships and improve customer satisfaction.
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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